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Steven Bates Location
Houston, TX, US
Steven Bates Work
Advisor @ (July 2023 - Present)
Financial Planner @ (May 2020 - June 2023)
Advisor Relations @ (January 2015 - December 2019)
Operations and Technology @ (December 2010 - December 2018)
Trader @ (March 2004 - November 2010)
Sales @ Direct Trading (January 2001 - January 2004)
Customer Service Manager @ (January 1997 - January 2001)
Steven Bates Education
Texas A&M University
Certificate in Financial Planning
2019-2020
University of Nebraska-Lincoln
Bachelor's degree (Economics)
1993-1997
Steven Bates Summary
Steven Bates, based in Houston, TX, US, is currently a Advisor at Advocates Wealth Planning. Steven Bates brings experience from previous roles at Stegent Equity Advisors, Inc and Bridgeway Capital Management. Steven Bates holds a 2019 - 2020 Certificate in Financial Planning @ Texas A&M University. Steven Bates has 3 emails and 5 mobile phone numbers on RocketReach.
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