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Tim Bates's
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Current Position:

Sr. Wealth Advisor at The Mather Group, LLC

Experience:

15 years

Location:

Greater Houston

How to contact Tim Bates

Last updated:2023-02-28
emailb*******m@themathergroup.com
phone+1-***-***-6561
linkedin
google+
facebook

Analytics

According to LinkedIn Tim Bates started working on 2010, then the employee has changed 1 company and 3 jobs. On average, Tim Bates works for one company for 3 years 9 months. Tim Bates has been working as a Sr. Wealth Advisor for The Mather Group, LLC for 1127 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Sr. Wealth Advisor at The Mather Group, LLC

Aug 2022 - Current

VP - Financial Consultant at Charles Schwab

Aug 2014 - Aug 2022

Associate Financial Consultant at Charles Schwab

Nov 2012 - Aug 2014

Participant Services Representative at Charles Schwab

Sep 2010 - Nov 2012

Education

Bachelor of Arts - BA at Arizona State University

Current Company Information The Mather Group, LLC

Name: The Mather Group, LLC

Speciality: Retirement Planning, Investment Management, Tax Planning, Estate Planning, Financial Planning, Wealth Management, Family Office

Location: Chicago, Illinois, United States

Employees: 100-200

HQ Phone: 888-537-1080

Description: The Mather Group is a fiduciary-only firm serving affluent and ultra-affluent families and individuals....

Frequently Asked Questions

How long has Tim Bates been working as a Sr. Wealth Advisor?

Tim Bates's total experience in various companies as a Sr. Wealth Advisor 3 years 1 month.

What is Tim Bates's minimum period of employment in the companies?

Tim Bates's minimum period of employment in various companies is 1 year 9 months.

What is Tim Bates's average duration of employment for different companies?

On average, Tim Bates works for one company for 4 years

What industries has Tim Bates worked in?

Tim Bates works in the Financial Services.

What positions has Tim Bates held before?

Previously, Tim Bates worked as a VP - Financial Consultant, and Associate Financial Consultant, and Participant Services Representative.

How do I contact Tim Bates?

Tim Bates's email address is b*******m@themathergroup.com, phone number is +1-***-***-6561. Sign up to get contact details.

Who is the President/CEO/Director of the The Mather Group, LLC?

The President/CEO/Director of the The Mather Group, LLC is Stewart Magnuson

Who are Tim Bates's peers at other companies?

Tim Bates's peers at other companies are John Paul Bernardi and Phil Broomes PFP® and Lindsay MacPhie CFP
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