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Xinge Zhang

Bankers Life Advisory Services, Inc.

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About Xinge Zhang

Xinge Zhang is an active investment advisor representative in the state of Virginia. Xinge Zhang is registered with Bankers Life Advisory Services, Inc. and has been in the industry since 2021. Xinge Zhang has experience in the securities and investment advisory industry. Xinge Zhang holds the Series 63, Series 65, and Series 7TO licenses, as well as the SIE designation. Xinge Zhang specializes in insurance and financial planning, and provides investment advice to individuals and pension plans. Xinge Zhang also offers educational seminars and can select other advisers for clients.

Firm Information

Xinge Zhang 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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Xinge Zhang’s Registration & Firm History

IL

07/25/2022 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

MD

07/08/2021 - 07/26/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (GAITHERSBURG MD)

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Licenses & Designations

IA

Issued 02/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2021

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

BC

Issued 04/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xinge Zhang.
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