Suzette BatesCRD 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.
State Farm Investment Management Corp.
Wells Fargo Clearing Services, LLC
Commonwealth Financial Network
|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|
Total Assets Under Management670MILLIONS
Total Number of Accounts4,799ACCOUNTS
Average Account Value$139,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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