Kathryn BatesCRD Number: 7301485
Current Firm: Hfg Wealth Management, LLC
Kathryn Bates (CRD# 7301485) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has 1 year of experience in the finance industry.
Avidian Wealth Solutions, LLC
Valic Financial Advisors, Inc.
Equitable Advisors, LLC
|Hfg Wealth Management, LLC||The Woodlands, TX||Feb 2021 - Current||< 1|
|Starfox Financial Services, LLC||The Woodlands, TX||Oct 2020 - Jan 2021||< 1|
|Starfox Financial Services, LLC||The Woodlands, TX||Sep 2017 - Jan 2021||3|
|Provident Wealth Advisors||The Woodlands, TX||Sep 2015 - Sep 2017||2|
|Unemployed||The Woodlands, TX||Feb 2015 - Sep 2015||< 1|
|Luminaire Uk, Ltd||Birmingham,||Apr 2012 - Feb 2015||2|
|Sephton & Company, LLP||Birmingham,||Nov 2006 - Apr 2012||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2020|
Total Assets Under Management449MILLIONS
Total Number of Accounts341ACCOUNTS
Average Account Value$1,317,516
- 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, LA, MN, TX, WI
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