Suzette Bates, financial advisor Columbus MS

Suzette Bates

CRD Number: 4904954
Current Firm: Householder Group Estate & Retirement Specialists

Suzette Bates (CRD# 4904954) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Columbus, MS and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Columbus, MS Jul 2017 - Current 2
Householder Group Estate & Retirement Specialists Columbus, MS Jul 2017 - Current 2
Unemployed West Point, MS May 2016 - Jul 2017 1
National Planning Corporation Columbus, MS Aug 2015 - May 2016 < 1
Financial Concepts Columbus, MS Aug 2015 - May 2016 < 1
John Hensen Jackson, MS Aug 2012 - Jul 2015 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Sep 2012 - Dec 2014 2
Northwestern Mutual Investment Services, LLC Jackson, MS Mar 2012 - Dec 2014 2
John Hensen Jackson, MS Feb 2012 - Aug 2012 < 1
Unemployed Jackson, MS Dec 2010 - Feb 2012 1
Bank Plus Wealth Mgt Group Ridgeland, MS Oct 2009 - Dec 2010 1
Lpl Financial Ridgeland, MS Oct 2009 - Dec 2010 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jackson, MS Jan 2004 - Oct 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Suzette B. Bates
Phone Number: 602-604-0600
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    670
    MILLIONS
  • Total Number of Accounts
    4,799
    ACCOUNTS
  • Average Account Value
    $139,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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