Founder
Registered Representative, Registered Investment Advisor
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George E. graduated from Moody Bible Institute in 1961 and Millikin University in 1963. George E. entered the financial services industry with Investors Diversified Services (IDS) in May of 1963, where he subsequently earned the designation of Financial Correlator. In August of 1972, he began offering tax-deferred investments and financial planning to university faculty and staff throughout Northern Illinois. In June of 1982, he opened Bates Securities, Inc., a general securities broker/dealer firm which is a member of the Financial Industry National Regulatory Authority (FINRA). In 1984, George E. started George E. Bates and Associates, Inc. (now Bates Financial Advisors, Inc.), which is registered with the Securities Exchange Commission (SEC). In addition, he is a licensed insurance broker and agent conducting business through Bates Financial Services, Inc., a corporation founded in 1992.
George E. has been married to his wife Carol since 1962, and they have three children, eight grandchildren, and three great-grandchildren. George E. also enjoys breeding and raising horses and traveling across the country to partake in the beauty God created.
For those of you who do not know George E., his clients have been like family, and he wanted to continue to service his clients for as long as God allowed it because he loves what he did and had no plans to retire EVER. However, times have changed and George has chosen to turn over his business to his son George D. who has been in the business for many years and is more than qualified to run the business successfully and preserve George E.'s legacy.
