Markus Bates (CRD# 7129060) is an Investment Advisor Representative working at Bates Real Estate And Financial Advisory Services in Sarasota, FL and has over 5 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Energy LLC | Sarasota, FL | Mar 2017 - Current | 7 |
| Energy Capital Research Group | Ridgefield, CT | Aug 2015 - Mar 2017 | 1 |
| Bankers Energy LLC | Norwalk, CT | Apr 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management1MILLIONS
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Total Number of Accounts8ACCOUNTS
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Average Account Value$113,050
- 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
FL
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