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Wilson Williams

Bankers Life Advisory Services, Inc.

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About Wilson Williams

Wilson Williams is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Wilson has been in the financial services industry since March 18, 2015, and has been associated with Bankers Life Advisory Services, Inc. since July 27, 2016. Wilson has a Series 66, Series 7 and a SIE license. Wilson is registered to provide investment advice in New Mexico, Oklahoma, and Texas. Wilson specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Wilson also has experience with Proequities, Inc. Wilson's firm, Bankers Life Advisory Services, Inc., is a registered investment advisor with a strong track record of providing investment advice to individuals and businesses. Wilson is committed to providing clients with personalized financial advice and guidance.

Firm Information

Wilson Williams 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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Wilson Williams’s Registration & Firm History

IL

07/27/2016 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

TX

03/19/2015 - 05/26/2016

PROEQUITIES, INC. (LUBBOCK TX)

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Licenses & Designations

BOTH

Issued 04/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wilson Williams.
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