Argent Advisors
42yrs
Top advisor by experience in Ruston
4yrs
Based in Ruston, Louisiana, Thomas Bates is a fiduciary financial advisor with 4 years of industry experience. Thomas has been with Oakwater Financial since 2023. Oakwater Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 33 advisors with offices in Ruston, and one of 24 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office921 N Trenton St, Ruston, LA 71270
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$210,036
States licensed ?2 states
Services through Oakwater Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowOakwater FinancialCurrent firm
Contact Thomas
(318) 702-3035Oakwater Financial main office 921 N Trenton StRuston, LA 71270Office · Get directions Firm websiteoakwater.net
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Oakwater Financial at (318) 702-3035 and ask for Thomas Bates. Thomas works from the Ruston, LA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Thomas hold?
Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Oakwater Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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