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Mark Bates
Principal And Wealth Advisor at Adero Partners
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Work Experience
2013 - Present · 12 years
Principal And Wealth Advisor
Jan 2022 - Present · 3 years
Wealth Advisor
2013 - Jan 2022 · 9 years
Trust Officer
Mar 2008 - 2013 · 4 years and 10 months
Company Details
51-200 Employees
We have been providing independent financial counsel to individuals and families from Silicon Valley to New York since 1999. Adero is driven to: - Provide world-class investment results - Be transparent and act as a fiduciary for our clients - Create wealth plans that work - Work tirelessly to do what we commit to - Employ intelligent, passionate professionals Please visit our website to learn more about how we approach wealth management and meet some of our wonderful people. Bay Area • Portland DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.
Year Founded
1999
Social Media
LinkedinFacebook
Industry
Investment Management, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Services
HQ Location
5000 Hopyard Road, Suite 460 Pleasanton, CA 94588, US
Keywords
ads and marketingtax servicesloss harvestingmanagement and insuranceniche planningadvanced planning
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