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Richard Hyde Gregory

Bankers Life Advisory Services, Inc.

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About Richard Hyde Gregory

Richard Hyde Gregory is a financial advisor and insurance agent. Richard has been in the financial services industry since 2009 and holds licenses to operate in Connecticut, Florida, and New Jersey. Richard is currently registered with Bankers Life Advisory Services, Inc. Richard has experience working with high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth. The advisor is currently providing financial planning, educational seminars, and portfolio management services to clients.

Firm Information

Richard Gregory 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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Richard Gregory’s Registration & Firm History

IL

01/22/2024 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

NY

11/24/2009 - 04/20/2011

JCRA FINANCIAL LLC (NEW YORK NY)

NA

03/06/1984 - 12/16/1987

SHEARSON LEHMAN BROTHERS INC.

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Licenses & Designations

BOTH

Issued 05/08/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/11/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Hyde Gregory.
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