Andrea Bates

Current Employers

Employment History

• 03/2007 → 10/2024
  Bates Insurance Agency, Inc
  Medford, MA
• 09/2014 → 06/2019
  Voya Financial Advisors
  Medford, MA
• 05/2019 → 12/2020
  Massmutual Life Insurance Company
  Newton, MA
• 07/2019 → 12/2020
  Mml Investors Services, Llc
  Newton, MA
• 12/2020 → Present
  Voya Financial Advisors, Inc.
  Medford, MA
• 12/2024 → Present
  Alb Realty Trust
  Medford, MA

Previous Registrations

• 2019-08-12 → 2020-12-16
  Mml Investors Services, Llc
  Newton, MA
• 2015-03-02 → 2019-06-25
  Voya Financial Advisors, Inc.
  Braintree, MA
  Medford, MA

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 92 HIGH STREET SUITE B2; MEDFORD; MA; 02155; Fixed Insurance Sales; Independent Insurance Agent; 12/11/2020; 160; 160; SALE OF FIXED INSURANCE PRODUCTS| NAME OF ENTITY:Notary Public; No; 92 High St Ste B2; Medford; MA; 02155; Notary Public; Notary Public; 7/20/2021; 0; 0; Notary Public| MEDFORD KIWANIS CLUB POSITION: Secretary NATURE: Medford Kiwanis Club is a local chapter of Kiwanis International. Club is comprised of local business professionals who raise money to support local kid related clubs and events. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: Reardon St, Medford MA 02155, United States DESCRIPTION: My role is to keep the official records of the club such as attendance, membership, events with Kiwanis International RETIREBRIDGE POSITION: Financial Advisor NATURE: Retirebridge is a joint venture between Francis Leonard and myself to offer Retirement Income Planning to our clients and prospect. It includes: Comprehensive Review of Current Retirement ReadinessPersonal Risk Tolerance AnalysisExisting Investment account analysis, including Portfolio Risk Analysis & Taxation Analysis*Social Security Analysis & Enrollment assistance Medicare Consultation & Enrollment assistance Insurance Review - Property & Casualty/Life/Disability/Long Term Care Creation of Personalized Financial Plan Projection of Retirement Account Appreciation, Retirement Income & Expenses throughout retirement. Asset Allocation Recommendations & Professional Investment Management Services Professional Referrals for Legal/Accounting/Real Estate/Estate PlanningAnnual or Semi-Annual Financial Plan Review & Investment Account Review Ongoing Financial Advice, Account Modification, & Proactive Interaction with our Team INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2022 ADDRESS: 92 High St., Suite B2, Medford MA 02155, United States DESCRIPTION: Financial Planner developing retirement income planning strategies with clients and prospects. ALB REALTY TRUST POSITION: Trustee NATURE: Office condo rented to agency that purchased my insurance agency. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 92 High St., Ste B1, Medford MA 02155, United States DESCRIPTION: 1 Landlord-duties customary to owning rental property in a commercial office condominium complex.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-09
• S63 Uniform Securities Agent State Law Examination
  1994-07-19

Designations

Other Names

• Andrea Louise Bates
• Andrea Bates Mcgrath