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Christopher Robertson

Bankers Life Advisory Services, Inc.

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About Christopher Robertson

Christopher Robertson is a financial advisor registered with Bankers Life Advisory Services, Inc. Christopher has been a financial advisor for approximately one year. Christopher holds the Series 7TO and SIE exams and is registered with the state of New York. Christopher focuses on providing financial planning and portfolio management services for individuals and businesses. Christopher also provides educational seminars and assists with the selection of other advisors. Christopher's work experience includes roles at AIM Services, CR Fit. Studio, Saratoga Regional YMCA - Battenkill Branch, JCPenny, The Sound Bar, Mettawee Community School and Bankers Life & Casualty, Inc. Christopher is appointed as a 1099 agent for Bankers Life and Casualty Company and writes business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Firm Information

Christopher Robertson 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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Christopher Robertson’s Registration & Firm History

NY

10/15/2024 - Present

Bankers Life Advisory Services, Inc. (Clifton Park NY)

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Licenses & Designations

BC

Issued 08/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Robertson.
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