Louis Batmale
Louis Batmale is a registered investment advisor at Alders Financial Solutions, based in Novato, CA, with 26 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at a fixed fee ranging from $3,500 to $30,000, based on the complexity of assets, number of areas analyzed, and depth of analysis required.
- Services may also be charged on an hourly basis at a rate of $350 - $375 per hour.
Location
1701 Novato Blvd, Suite 304, Novato, CA, 94947
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2006Other Business ActivitiesSells Insurance
Louis carries a life and health insurance license since 2008 and spends about 10-20% of his time on non-variable insurance. He also provides financial planning and consulting services through Alders Financial Solutions, an independent investment advisor firm, and spends nearly full-time on his DBA for LPL business.
Employment History
Current Registrations
Alders Financial Solutions
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Alders Financial Solutions
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.