Lynn Bates Email & Phone Number
Financial Advisor
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Lynn Bates Location
- Texas, United States
Lynn Bates Work
- Financial Advisor @ Edward Jones (February 2005 - Present)
- Dealer Account Manager @ Ford Motor Credit Company (June 1996 - September 2004)
Lynn Bates Education
- University of North Texas
Bachelor Degree (Finance)
1992-1996 - Stephen F. Austin State University 1991-1992
Lynn Bates Skills
- 401k
- 529 Plans
- Asset Allocation
- Budgets
- College Savings Plans
- Customer Service
- ETFs
- Finance
- Fixed Annuities
- Health Insurance
- IRAs
- Insurance
- Investments
- Long Term Care Insurance
- Mutual Funds
- Retirement
- Retirement Planning
- Retirement Savings
- Roth IRA
- SEP IRA
- Saving for Education
- Series 63
- Series 7
- Small Business
- Term Life Insurance
- Variable Annuities
- Wealth Management
Lynn Bates Summary
- Lynn Bates, based in Texas, United States, is currently a Financial Advisor at Edward Jones. Lynn Bates brings experience from previous roles at Ford Motor Credit Company. Lynn Bates holds a 1992 - 1996 Bachelor Degree in Finance @ University of North Texas. With a robust skill set that includes 401k, 529 Plans, Asset Allocation, Budgets, College Savings Plans and more. Lynn Bates has 1 emails and 2 mobile phone numbers on RocketReach.
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