linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brad Anthony Freitas

Bankers Life Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brad? Claim Your Profile

About Brad Anthony Freitas

Brad Anthony Freitas is a financial advisor at Bankers Life Advisory Services, Inc. located in Warwick, RI. Brad has been in the industry since 2011 and holds licenses in 13 states. Brad is Series 6, 7, 63, and 65 licensed. Brad specializes in financial planning, educational seminars, and selection of other advisors. Brad also offers portfolio management services to individuals.

Firm Information

Brad Freitas 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

check

other

Non-discretionary investment consulting services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brad Freitas’s Registration & Firm History

RI

07/10/2018 - Present

Bankers Life Advisory Services, Inc. (Warwick RI)

RI

11/18/2011 - 05/26/2016

PROEQUITIES, INC. (WARWICK RI)

Not sure if Brad Anthony Freitas is right for you?

Licenses & Designations

IA

Issued 06/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brad Anthony Freitas. Review regulatory record here.
Not sure if Brad Anthony Freitas is right for you?