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Daniel Bates is a financial advisor professional located in Boise, ID. They specialize in financial advisory. With over 2 years of experience, they bring deep expertise to every client.
Daniel Bates - Clearwater Advisors, Llc holds an active professional license (FINRA CRD) for your protection.
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Daniel Bates operates Clearwater Advisors, LLC, a financial advisory firm based in Boise, Idaho. With two years in business, the firm serves clients seeking financial guidance and planning services. Daniel Bates holds a FINRA CRD registration, which indicates involvement in the securities industry under Financial Industry Regulatory Authority oversight. The firm operates in the financial advisory vertical, providing services to those navigating investment and financial decisions.
Daniel Bates's FINRA CRD registration signals that he operates under the oversight of the Financial Industry Regulatory Authority, the primary regulator for securities brokers and financial professionals in the United States. This registration means his activities in securities and investment advisory work are tracked and regulated by FINRA, which enforces rules around conduct, disclosures, and customer protection. Clients working with a FINRA-registered advisor benefit from regulatory oversight designed to maintain industry standards and accountability.