Glenn BatesCRD Number: 3048135
Current Firm: Truist Advisory Services, Inc.
Glenn Bates (CRD# 3048135) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Dunwoody, GA and has over 3 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Suntrust Advisory Services, Inc.||Atlanta, GA||Feb 2018 - Current||3|
|Suntrust Investment Services Inc.||Atlanta, GA||Nov 2017 - Current||4|
|Suntrust Bank||Plantation, FL||Nov 2017 - Current||4|
|Suntrust Bank||Knoxville, TN||May 2017 - Nov 2017||< 1|
|Suntrust Bank||Knoxville, TN||Apr 2016 - May 2017||1|
|Suntrust Bank||Lenoir City, TN||May 2013 - Apr 2016||2|
|Bank Of America||Knoxville, TN||Aug 2012 - May 2013||< 1|
|Fifth Third Bank||Mokena, IL||Aug 2008 - Jul 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2018|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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