Danielle Bates, financial advisor Park City UT
88 score

Danielle Bates

CRD Number: 6039130
Current Firm: Wells Fargo Advisors, LLC

Danielle Bates (CRD# 6039130) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Park City, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Park City, UT Mar 2012 - Current 4
Southern Utah University Cedar City, UT Aug 2010 - Jan 2012 1
American Crafts Orem, UT May 2009 - Jun 2010 1
Nebo School District Spanish Fork, UT Oct 2008 - May 2009 < 1
Pizza Factory Spanish Fork, UT Mar 2006 - Oct 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Danielle H. Bates
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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