Advisor at Bankers Life Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bankers Life Advisory Services, Inc.
Location
West Palm Beach, FL 33401
Credentials
CFP®, ChFC®, Series 66
Industry experience
11 years
Hammish Philip is a CFP® and ChFC® with 11 years of experience, currently serving as a financial advisor at Bankers Life Advisory Services, Inc. He has worked with Bankers Life Securities, Inc. since 2016 and previously at ProEquities, Inc. from 2014 to 2016. Outside of his advisory role, he operates a farming enterprise in St. Lucia and offers touristic accommodation and transportation services at his vacation residence on the island. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to manage client portfolios.
Based on Bankers Life Advisory Services, Inc.
Based on Bankers Life Advisory Services, Inc.
$0+: Negotiable, ranges from 0.50% to 2.5% annually for Portfolio Management Services Greater than $4 million+: 0.30% annually for Retirement Plan Consulting Services $2 million to $4 million+: 0.40% annually for Retirement Plan Consulting Services $1 million to $2 million+: 0.50% annually for Retirement Plan Consulting Services $1 million and below+: 1.25% annually for Retirement Plan Consulting Services
Hourly rate for Investment Consulting Services, as set forth in contract
Fee-only: Hourly rate for Investment Consulting Services, specific amounts set forth in client contract, fees may be reduced or waived
1601 Belvedere Road Ste 301 South
West Palm Beach, FL 33401
Florida · Pennsylvania
Bankers Life Securities, Inc.
2016 - Present (10 years)
ProEquities, Inc.
2014 - 2016 (2 years)
Sunshine Investment and Insurance Services, LLC
2010 - Present (16 years)
Bankers life
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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Farrar Wealth Management, LLC
Series 65
Palm Beach Gardens, FL
Registered Investment Advisors, LLC
Series 63, Series 65
West Palm Beach, FL
Wintrice Money Advisors, LLC
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