Frederick Bates (CRD# 7200502) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Metairie, LA and has over 4 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | El Segundo, CA | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
Compass Capital Management | Metairie, LA | Nov 2019 - Current | 4 |
Minnesota Life Insurance Company | St Paul, MN | Dec 2019 - Aug 2023 | 3 |
Securian Financial Services Inc. | St Paul, MN | Dec 2019 - Aug 2023 | 3 |
Securian Financial Services Inc. | St Paul, MN | Nov 2019 - Dec 2019 | < 1 |
Unemployed | Metairie, LA | Aug 2019 - Nov 2019 | < 1 |
Bergeron Automotive | Metairie, LA | Mar 2018 - Aug 2019 | 1 |
United States Medical Supply | Doral, FL | May 2016 - Jan 2018 | 1 |
Archway Apothecary | Covington, LA | Oct 2014 - May 2016 | 1 |
Optiformance | Covington, LA | Jan 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- LA
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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)
- Educational seminars/workshops
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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