Ryan Bates, financial advisor Lake Wales FL
90 score

Ryan Bates

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lineweaver Wealth Advisors Lake Wales, FL Jul 2015 - Current 2
Triad Advisors, Inc. Norcross, GA Apr 2015 - Current 3
Marion Nelson Funeral Home Lake Wales, FL Mar 2012 - Current 6
Nelson Financial Lake Wales, FL Mar 2010 - Current 8
Gentry Morrison Lakeland, FL Sep 2014 - Jul 2017 2
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
Contact Info for Ryan C. Bates
Phone Number: 216-520-1711
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    2,259
    ACCOUNTS
  • Average Account Value
    $113,962
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, LA, NY, OH, PA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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