Broker Check
Lane Bates, CFP®

Lane Bates, CFP®

Financial Advisor

Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Investment Advisor Representative offering advisory services through Cetera Investment Advisers LLC, a registered investment adviser.

AREAS OF EXPERTISE: Risk Management, Small Business Strategies, Retirement Strategies, and Wealth Management.

EXPERIENCE: Lane Bates joined Compass Capital Management in 2020. Prior to entering the financial services industry Lane spent 5 years working in several sales roles, and 10 years as a Certified Strength and Conditioning Coach. As a Financial Advisor his focus is helping businesses, families, and professionals find solutions to meet their financial goals.

EDUCATION: Lane holds a Bachelor of Science degree in Kinesiology from Southeastern Louisiana University.

LICENSES AND REGISTRATIONS: Life, Health & Accident Insurance License, Variable Life Insurance & Annuity License, Series 7, 24 and 66 Registrations.

PERSONAL: As a native of Louisiana, Lane Bates grew up in Covington where he attended St. Paul’s School. He currently resides in Metairie with his wife Teri-Lynn Bates. In his spare time, he enjoys weightlifting, fishing, and playing golf.

Registered Branch Phone # 504-837-7177