Stephanie Bates, financial advisor Liberty Lake WA

Stephanie Bates

CRD Number: 2821379
Current Firm: Alliant Securities, Inc. Turner, Nord, Kienbaum

Stephanie Bates (CRD# 2821379) is an Investment Advisor Representative working at Alliant Securities, Inc. Turner, Nord, Kienbaum in Liberty Lake, WA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Alliant Securities, Inc. Spokane, WA Mar 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Stephanie M. Bates
Phone Number: 509-747-9144
Registered State(s):
  • CA
  • ID
  • MT
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    180
    MILLIONS
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $345,489
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, ID, MT, OR, WA

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