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Sean son Nhu Phan

Bankers Life Advisory Services, Inc.

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About Sean son Nhu Phan

Sean Son Nhu Phan is an Investment Advisor Representative with Bankers Life Advisory Services, Inc. Sean Son Nhu Phan has been in the industry for over 5 years. Sean Son Nhu Phan is registered with the state of California as an Investment Advisor Representative. Sean Son Nhu Phan is also registered with the state of Texas as an Investment Advisor Representative. Sean Son Nhu Phan is also a registered representative with FINRA and the state of Arizona, California, Colorado, Hawaii, Nevada, Texas, Virginia, and Wisconsin. Sean Son Nhu Phan has Series 63, 65, and 7 securities licenses and passed the SIE Exam. The primary office location for Sean Son Nhu Phan is in Chicago, Illinois.

Firm Information

Sean son Phan 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 son Phan’s Registration & Firm History

IL

11/28/2023 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

IA

Issued 10/07/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/12/2019

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

BC

Issued 07/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean son Nhu Phan.
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