Bruce BatesCRD Number: 5886962
Current Firm: Wells Fargo Clearing Services, LLC
Bruce Bates (CRD# 5886962) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Loveland, CO and has over 7 years of experience in the finance industry.
Gold Medal Waters, Inc.
Caledonia Wealth Management, Ltd.
|Wells Fargo Clearing Services, LLC||Loveland, CO||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Loveland, CO||Jan 2011 - Nov 2016||5|
|Eli Lilly And Company||Indianapolis, IN||Mar 2003 - Jan 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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