Unclaimed Profile

Angela Gaye Gates

UMB FINANCIAL SERVICES, INC.·KANSAS CITY, Missouri

SIE, Series 7, Series 24, Series 27, Series 52TO, Series 63, Series 65, Series 99TOClean record28 years registeredUMB FINANCIAL SERVICES, INC.

928 GRAND BLVD, KANSAS CITY, MO 64106CRD# 2626070Firm CRD# 17073

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angela Gaye Gates · KANSAS CITY, MO

Registration

CRD #2626070 · UMB FINANCIAL SERVICES, INC. · 28 years registered

Brand Profile

Not yet started

Career History

UMB FINANCIAL SERVICES, INC.

Oct 2007 – present

UMB FINANCIAL SERVICES, INC.

Jul 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 52TO

Series 63

Series 65

Series 99TO

Registration record

First registered · July 1, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UMB FINANCIAL SERVICES, INC.

CRD 17073 · SEC 801-62967

AUM

$731K

Regulatory assets under management

Employees

1 client accounts

Services offered by UMB FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UMB FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Angela Gaye Gates offer?

Angela Gaye Gates specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Angela Gaye Gates's credentials?

Angela Gaye Gates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angela Gaye Gates located?

Angela Gaye Gates is based in KANSAS CITY, Missouri, working with UMB FINANCIAL SERVICES, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Angela Gaye Gates charge for services?

Angela Gaye Gates's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UMB FINANCIAL SERVICES, INC.?

UMB FINANCIAL SERVICES, INC. has approximately 58 employees and manages $731K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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