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David Edward Smith

Bankers Life Advisory Services, Inc.

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About David Edward Smith

David Smith is a financial professional with over 12 years of experience in the financial services industry. He currently holds a Series 6, 63 and SIE license and is registered with Bankers Life Advisory Services, Inc. David has previous experience with J.P. Morgan Securities LLC and Chase Investment Services Corp. David is a registered representative in Florida, Georgia, Massachusetts, New Jersey, New York, and South Carolina. David is a licensed insurance agent in the state of New York. He focuses on providing financial planning and investment consulting services to individuals, high net worth individuals, and businesses. David is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals.

Firm Information

David Smith 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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David Smith’s Registration & Firm History

IL

07/30/2021 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

NY

10/01/2012 - 04/24/2015

J.P. MORGAN SECURITIES LLC (ROCKVILLE CENTRE NY)

NY

05/14/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Edward Smith.
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