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CRD#: 10759
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BATES SECURITIES, INC. is located at 8437 Northern Ave, Rockford, IL 61107 and was first established at Chicago, Illinois in 06/07/1982. After operating for 44 years, BATES SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BATES SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BATES SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BATES SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BATES SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BATES SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BATES SECURITIES, INC. Comes From

Understanding the Statistics for BATES SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
8437 Northern Ave, Rockford, IL 61107
Mailing Address
8437 Northern Ave, Rockford, IL 61107
Firm Size
Small
Phone Number
(815) 332-4020
Established
Illinois since 06/07/1982
Firm Type
Corporation
Fiscal year end
January
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BATES, GEORGE ERNESTPRESIDENT14642
BATES, CAROL EVELINESECRETARY1463859
BATES, GEORGE DOUGLASMANAGING PARTNER, CCO1539381

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at BATES SECURITIES, INC.

GB

George Douglas Bates

IAR
RR
CRD#: 1539381
Location:
Austin, TX 78738
Company:
BATES FINANCIAL ADVISORS, INC.
Disclosures:
Experience:
39 years
View Profile
GB

George Ernest Bates

George E Bates
IAR
RR
CRD#: 14642
Location:
Rockford, IL 61107
Company:
BATES FINANCIAL ADVISORS, INC.
Disclosures:
Experience:
53 years
View Profile
RM

Richard Joseph Mattera

Richard Joseph Mattera
RR
CRD#: 2246513
Location:
New York, NY 10170
Company:
TERRANOVA CAPITAL EQUITIES, INC
Disclosures:
Experience:
33 years
View Profile
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