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Adam Russell Clayton

Bankers Life Advisory Services, Inc.

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About Adam Russell Clayton

Adam Russell Clayton is an investment advisor representative. Adam is registered with Bankers Life Advisory Services, Inc. Adam is also registered with the state of Maryland and West Virginia. Adam has been in the industry for over 20 years. Adam was previously registered with American Express Financial Advisors Inc. and IDS Life Insurance Company. Adam has a Series 7, 65 and 66. Adam is also a Unit Supervisor for Bankers Life, where Adam manages a team of agents.

Firm Information

Adam Clayton is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Adam Clayton’s Registration & Firm History

MD

10/16/2019 - Present

Bankers Life Advisory Services, Inc. (Hagerstown MD)

MN

08/09/2002 - 10/03/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/09/2002 - 10/03/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/30/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Russell Clayton.
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