Unclaimed Profile

John Earl Bateman

CPMG, INC.·DALLAS, Texas

Series 6, Series 22, Series 63, Series 66Clean record25 years registeredCPMG, INC.

4215 WEST LOVERS LANE, DALLAS, TX 75209CRD# 1409745Firm CRD# 131417

Profile Verification

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

Identity

John Earl Bateman · DALLAS, TX

Registration

CRD #1409745 · CPMG, INC. · 25 years registered

Brand Profile

Not yet started

Career History

CPMG, INC.

May 2006 – present

CARDINAL PUBLIC MARKET GROUP, L.P.

May 2006 – Jun 2006

DALLAS, TX

WHITE STAR CAPITAL, L.P.

Nov 2005 – Sep 2007

DALLAS, TX

PRECEPT MANAGEMENT, LLC

Dec 2000 – Nov 2007

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Series 66

Registration record

First registered · December 1, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CPMG, INC.

CRD 131417 · SEC 801-64945

AUM

$1.0B

Regulatory assets under management

Employees

26 client accounts

Services offered by CPMG, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CPMG, INC. →

Introduction

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Frequently Asked Questions

What services does John Earl Bateman offer?

John Earl Bateman specializes in Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are John Earl Bateman's credentials?

John Earl Bateman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Earl Bateman located?

John Earl Bateman is based in DALLAS, Texas, working with CPMG, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does John Earl Bateman charge for services?

John Earl Bateman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPMG, INC.?

CPMG, INC. has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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