Ryan BatesCRD Number: 6347290
Current Firm: Lineweaver Wealth Advisors
Ryan Bates (CRD# 6347290) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Lake Wales, FL and has over 2 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Lineweaver Wealth Advisors||Lake Wales, FL||Jul 2015 - Current||2|
|Triad Advisors, Inc.||Norcross, GA||Apr 2015 - Current||2|
|Gentry Morrison||Lakeland, FL||Sep 2014 - Current||2|
|Marion Nelson Funeral Home||Lake Wales, FL||Mar 2012 - Current||5|
|Nelson Financial||Lake Wales, FL||Mar 2010 - Current||7|
|Sigma Financial Corporation||Ann Arbor, MI||Jun 2014 - Mar 2015||< 1|
|Spc||Ann Arbor, MI||Jun 2014 - Mar 2015||< 1|
|Heath Funeral Chapel||Lakeland, FL||Mar 2008 - Mar 2012||4|
|Carrabbas||Lakeland, FL||Aug 2002 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management220MILLIONS
Total Number of Accounts2,041ACCOUNTS
Average Account Value$107,701
- 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
- Pension consulting services
- Educational seminars/workshops
CA, FL, NE, NY, OH, PA, TX
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