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
Pittsburgh, PA 15235
Credentials
Series 63, Series 65
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
500 Penn Center Blvd Ste 300
Pittsburgh, PA 15235
Pennsylvania
Bankers Life Advisory
2026 - Present (1 year)
Bankers Life Securities
2022 - Present (4 years)
Bankers Life & Casualty, Inc
2019 - Present (7 years)
Express Employment Professional
2018 - 2019 (1 year)
Value Capture LLC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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 63
Pittsburgh, PA
A. Neff Associates LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Series 66
Pittsburgh, PA
Solid Oak Advisory
Series 65
Mc Keesport, PA
Digiorgio Capital Management, Inc.
Series 63, Series 66
Greensburg, PA
Elle Investment Group LLC
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