Bates Real Estate And Financial Advisory Services

Bates Real Estate And Financial Advisory Services (CRD# 304334) is a financial advisory firm headquartered in Sarasota, FL. They manage $904,398 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3712 Aster Drive, Sarasota, FL 34233
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $113,050
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Bates Real Estate And Financial Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
Markus Bates, financial advisor Sarasota FL
Markus Bates
CRD#: 7129060
3712 Aster Dr, Sarasota, FL 34233

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals