Joseph
Bates
Summit Financial, LLC
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About this Advisor
Joseph Bates is a financial advisor based in Doylestown, Pennsylvania, working with Summit Financial, LLC. Joseph has previously held positions at Asset Planning Services LTD, Messiah College, and Summit Financial, LLC. Joseph is registered to provide services in New Jersey and Pennsylvania. Currently, Joseph is part of Summit Financial, LLC, which operates out of Doylestown, Pennsylvania. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$8,015,765,521
236
13,712
$584,580
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Bates Work History
Summit Financial, LLC
Asset Planning Services LTD
Messiah College
Disclosures
Please visit the SEC profile of Joseph 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 Summit Financial, LLC
Leesburg, VA
Landing, NJ
Adelphia, NJ
Parsippany, NJ
Parsippany, NJ
Leesburg, VA
Parsippany, NJ
Farmington, MI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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