Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathryn? Claim Your ProfileKathryn Louise Bates is an investment advisor representative with HFG Wealth Management, LLC. Kathryn is licensed in Texas. Kathryn has been in the financial services industry for over 10 years. Kathryn holds the Series 65 license. Kathryn is active in Texas. Kathryn focuses on working with individuals, corporations or other businesses, charitable organizations, and pension and profit sharing plans. Kathryn has experience providing financial planning and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
02/12/2021 - Present
HFG Wealth Management, LLC (THE WOODLANDS TX)
IA
Issued 12/01/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kathryn Bates is the right advisor for you? Invested Better is here to help.
