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Mark Steven Thomas

Bankers Life Advisory Services, Inc.

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About Mark Steven Thomas

Mark Steven Thomas is a financial advisor registered with Bankers Life Advisory Services, Inc. Mark has been in the financial industry for over 10 years and is licensed to offer investment advice in Florida. Mark also has experience with Bankers Life & Casualty where they worked as an insurance agent, focusing on non-variable insurance sales and service. Prior to Bankers Life Advisory Services, Inc., Mark worked with PROEQUITIES, INC. as a registered representative. Mark is a registered representative and investment advisor representative.

Firm Information

Mark Thomas 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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Mark Thomas’s Registration & Firm History

FL

08/10/2016 - Present

Bankers Life Advisory Services, Inc. (JACKSONVILLE FL)

FL

05/04/2011 - 05/26/2016

PROEQUITIES, INC. (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 02/11/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Steven Thomas.
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