Financial ADVSR advisor directory · SEC adviser records
Bankers Life Advisory Services, Inc. financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Bankers Life Advisory Services, Inc. office in Charlotte, A to Z.
The short answer
14 registered advisors work at Bankers Life Advisory Services, Inc. in Charlotte, out of 483 at the firm nationwide; it ranks number 47 in the city by advisors. 1 list the CFP designation and 13 are also registered broker representatives.
Bankers Life Advisory Services, Inc. advisors in Charlotte, A to Z
Every Bankers Life Advisory Services, Inc. advisor →- Richard K. BreenAlso a broker rep
- Bradford K. BrinkleyInvestment adviser rep
- John C. ChidesterAlso a broker rep
- Eric J. DadeChartered Financial Consultant · Also a broker rep
- Matthew T. DellingerAlso a broker rep
- Brian C. GuildAlso a broker rep
- Daniel A. HollowayAlso a broker rep
- Margaret J. LaneAlso a broker rep
- Jonathan D. MillsAlso a broker rep
- Michael J. PorterCertified Financial Planner · Also a broker rep
- Donald W. Smith Jr.Also a broker rep
- Thomas F. SorianoAlso a broker rep
- Christopher L. SotardiAlso a broker rep
- Shawn J. WeberAlso a broker rep
Bankers Life Advisory Services, Inc. advisors in every city and state →Bankers Life Advisory Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Bankers Life Advisory Services, Inc. advisors in other cities
Chicago, IL 229King Of Prussia, PA 8Buffalo Grove, IL 6Chantilly, VA 6Scarborough, ME 6Waltham, MA 6Brentwood, TN 5Concord, NH 5Erie, PA 5Old Lyme, CT 5West Des Moines, IA 5Atlanta, GA 4Austin, TX 4Fort Wayne, IN 4Grand Rapids, MI 4
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Bankers Life Advisory Services, Inc. have in Charlotte?
14 investment adviser representatives are registered at Bankers Life Advisory Services, Inc. offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 483 nationwide. 1 list the CFP designation and 13 are also registered as broker representatives.
Is Bankers Life Advisory Services, Inc. one of the largest advisor employers in Charlotte?
Bankers Life Advisory Services, Inc. ranks number 47 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Bankers Life Advisory Services, Inc. advisor in Charlotte?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bankers Life Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.