Donald BatemanCRD Number: 4022892
Current Firm: Wealthsource®
Donald Bateman (CRD# 4022892) is an Investment Advisor Representative working at Wealthsource® in Knoxville, TN and has over 23 years of experience in the finance industry.
Ubs Financial Services Inc.
Visionary Horizons, LLC
|Wealthsource Partners, LLC||Knoxville, TN||Mar 2022 - Current||1|
|Heritage Investors, LLC||Knoxville, TN||Jul 2021 - Feb 2022||< 1|
|Unemployed||Knoxville, TN||Jun 2020 - Jun 2021||1|
|Ubs Financial Services Inc.||Knoxville, TN||Feb 2014 - May 2020||6|
|Morgan Stanley Smith Barney||Knoxville, TN||Apr 2012 - Feb 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,928MILLIONS
Total Number of Accounts5,116ACCOUNTS
Average Account Value$376,902
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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