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Sean Irvin

Bankers Life Advisory Services, Inc.

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About Sean Irvin

Sean Irvin is a financial advisor with over 6 years of experience in the industry. Sean is currently registered with Bankers Life Advisory Services, Inc. and is licensed to provide investment advice in both Virginia and North Carolina. Sean has a strong track record of helping clients reach their financial goals. Sean is passionate about helping individuals and families plan for their financial future. Sean has a strong focus on financial planning, portfolio management, and educational seminars. Sean is committed to providing personalized advice and service to each of his clients.

Firm Information

Sean Irvin 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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Sean Irvin’s Registration & Firm History

VA

03/29/2024 - Present

Bankers Life Advisory Services, Inc. (CHESAPEAKE VA)

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Licenses & Designations

IA

Issued 03/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2019

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sean Irvin. Review regulatory record here.
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