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David William Taylor

Bankers Life Advisory Services, Inc.

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About David William Taylor

David William Taylor is a financial advisor who has been in the financial industry for over 4 years. David is currently employed by Bankers Life Advisory Services, Inc., and is registered with FINRA. He holds licenses Series 63, 66, and 7TO, and is registered in 10 states, including Arkansas, Kansas, Missouri, and Nebraska. David specializes in portfolio management, providing investment advice for individuals and small businesses. David also offers educational seminars and financial planning services.

Firm Information

David Taylor 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 Taylor’s Registration & Firm History

IL

07/14/2020 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 04/26/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David William Taylor. Review regulatory record here.
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