professional profile
George D Bates, CFP
Overview
George D Bates is an insurance agent, a registered representative and an investment adviser representative based in Lakeway, TX, with 40 years in the industry.
- Years in the industry
- 40
- States licensed
- 18
- States registered
- 23
- Carrier appointments
- 1
Contact
2 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 18 states
- Registered in 23 states
3 lines of authority, with every state and its dates
Firms
- Bates Securities, Inc.Current firm
- Bates Financial Advisors, Inc.Current firm
Employment history since 1986
Carriers
1 active carrier appointment
Book and practice
Firm assets under management on file
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