Bates Financial Advisors, Inc.
Bates Financial Advisors, Inc. (CRD# 116515) is a financial advisory firm headquartered in Rockford, IL. They manage $430,401,703 in 1,764 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management430MILLION
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Total Number of Accounts1,764ACCOUNTS
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Average Account Value$243,992
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, IA, IL, IN, MI, MO, TN, TX, WI
George Bates (CRD# 14642) is an Investment Advisor Representative working at Bates Financial Advisors, Inc. in Rockford, IL and has over 35 years of experience in the finance industry.
George Bates (CRD# 1539381) is an Investment Advisor Representative working at Bates Financial Advisors, Inc. in Rockford, IL and has over 32 years of experience in the finance industry.
Jennifer Schwarze (CRD# 3178467) is an Investment Advisor Representative working at Bates Financial Advisors, Inc. in Rockford, IL and has over 22 years of experience in the finance industry.