Suzette
Bates

Householder Group Estate & Retirement Specialists

CRD#4904954
Investment Advisor
in Columbus, MS

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About this Advisor

Suzette Bates is a financial advisor working out of Columbus, Mississippi with a total of 6 years of industry experience. Bates currently works for Householder Group Estate & Retirement Specialists. Their career trajectory has included roles at John Hensen, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services, LLC, National Planning Corporation, Financial Concepts, Lpl Financial, LLC and Householder Group Estate & Retirement Specialists. Bates has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Mississippi. Householder Group Estate & Retirement Specialists is a firm that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 27 locations and a total of 96 financial advisors. It administers $1 billion in total assets between its 6,426 client accounts, placing it among the bigger firms in the country by assets under management. Of its 6,426 customer accounts, 98% are associated with high-net-worth investors who have greater than $1 million in assets. Householder Group Estate & Retirement Specialists has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely are based on the type of services provided. However, fees billed by Householder Group Estate & Retirement Specialists can consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2900 Bluecutt Road, Suite 1
Columbus, MS 39705

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,081,197,518

MS Average: $1,555,372,352
Total Number of Employees

96

MS Average: 37
Total Number of Accounts

6,426

MS Average: 1,370
Average Account Size

$168,254

MS Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Suzette Bates Work History

Suzette has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Householder Group Estate & Retirement Specialists

2015 - 2016 (1 year)

National Planning Corporation

2015 - 2016 (1 year)

Financial Concepts

2012 - 2015 (3 years)

John Hensen

2012 - 2014 (2 years)

Northwestern Mutual Wealth Management Company

2012 - 2014 (2 years)

Northwestern Mutual Investment Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Suzette Bates to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Householder Group Estate & Retirement Specialists

Tyler Finch
Edmond, OK
Bryan Wilczewski
Lancaster, CA
Suzette Bates
Columbus, MS
Douglas Parker
Houston, TX
Robert Valenzuela
Rancho Mirage, CA
Lisa Kachel
Clackamas, OR
Justin Nimock
Englewood, CO
David Romero
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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