Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin James Bates is a registered investment advisor representative with Franklin Street Advisors Inc. Colin has been in the industry since 2016. Colin is registered in North Carolina and Texas. Colin has passed the Series 65 exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Security recommendations
1
2
NC
01/09/2024 - Present
Franklin Street Advisors Inc. (CHAPEL HILL NC)
IA
Issued 10/30/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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