Joseph
Bates
Summit Financial, LLC
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About this Advisor
Joseph Bates is a certified financial planner operating out of Doylestown, Pennsylvania with 3 years of relevant experience. Bates is currently employed by Summit Financial, LLC. The advisor has gained experience at Asset Planning Services LTD, Messiah College, Mennonite Mission Network and Summit Financial, LLC. Bates is registered to advise clients in New Jersey and Pennsylvania. Summit Financial, LLC is a financial advisory company that has its headquarters in Parsippany, NJ. The investment advisory business has offices in 22 locations and a total of 226 people on staff. It has $6 billion in total assets across its 11,930 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 11,930 client accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Summit Financial, LLC has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fees charged by Summit Financial, LLC can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$6,154,141,421
226
11,930
$515,854
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
Joseph has been registered as a financial advisor for 3 years.*
Summit Financial, LLC
Asset Planning Services LTD
Messiah College
Mennonite Mission Network
*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 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
Parsippany, NJ
Farmington, MI
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
