Jeffrey Bates

from Sb Advisory, LLC
SEC regulated
Regulated Investment Advisor
Jeffrey Bates is a financial advisor based in Georgia, Atlanta, with 32 years of experience. Jeffrey currently works for Sb Advisory, LLC. Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Bates works at Sb Advisory, LLC
Sb Advisory, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $46,525,744 of assets under management and employs about 30 people. Sb Advisory, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3424 Peachtree Road Ne, Suite 2200, Atlanta, Georgia, 30326

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