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Trevor Durham

Bankers Life Advisory Services, Inc.

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About Trevor Durham

Trevor Durham is a financial advisor with Bankers Life Advisory Services, Inc. Trevor has a strong background in the financial services industry, with experience in both insurance and investments. Trevor has also held a variety of positions in the military and other industries, gaining valuable skills in leadership, communication, and customer service. Trevor is a highly motivated and results-oriented individual who is passionate about helping clients achieve their financial goals. Trevor's areas of expertise include financial planning, portfolio management, and insurance products. Trevor is also a registered representative with FINRA and is licensed to sell securities in several states. Trevor is committed to providing clients with personalized financial advice and guidance.

Firm Information

Trevor Durham 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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Trevor Durham’s Registration & Firm History

IL

12/05/2023 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/28/2022

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

BC

Issued 12/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Durham.
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