Douglas Bates, financial advisor Boise ID
93 score

Douglas Bates

CRD Number: 1000018
Current Firm: Clearwater Advisors, LLC

Douglas Bates (CRD# 1000018) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Sawtooth Inv Management Boise, ID Jan 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
Contact Info for Douglas K. Bates
Phone Number: 208-433-1200
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    7,470
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $52,980,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, ID, NV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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