Stephanie
Bates
Alliant Securities, Inc Turner, Nord, Kienbaum
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About this Advisor
Stephanie Bates is a financial advisor operating out of Liberty Lake, Washington who has 7 years of relevant experience. Bates is on the advisory team at Alliant Securities, Inc Turner, Nord, Kienbaum. They have worked at Alliant Securities, Inc Turner, Nord, Kienbaum for their entire career. Bates has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to advise clients in California, Idaho, Montana, Oregon and Washington. Alliant Securities, Inc Turner, Nord, Kienbaum is a business operating out of Liberty Lake, WA. It administers $142 million in assets between its 456 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 456 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. Alliant Securities, Inc Turner, Nord, Kienbaum offers portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fee types billed by Alliant Securities, Inc Turner, Nord, Kienbaum typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliant Securities, Inc Turner, Nord, Kienbaum Brokerage Details
$142,000,000
9
456
$311,404
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Stephanie Bates Work History
Stephanie has been registered as a financial advisor for 7 years.*
Alliant Securities, Inc
*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 Stephanie 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 Alliant Securities, Inc Turner, Nord, Kienbaum
Liberty Lake, WA
Liberty Lake, WA
Liberty Lake, WA
Liberty Lake, WA
Liberty Lake, WA
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