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Zachary Brice Montgomery

Bankers Life Advisory Services, Inc.

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About Zachary Brice Montgomery

Zachary Brice Montgomery is an investment advisor representative for Bankers Life Advisory Services, Inc. Zachary has been in the financial services industry since July 2017 and has experience in life, health, and annuity insurance sales and servicing. Zachary also has experience recruiting and training insurance agents. Zachary is registered to provide investment advisory services in Georgia and South Carolina. Zachary holds Series 63, Series 65 and Series 7TO licenses and is a graduate of Georgia Military College.

Firm Information

Zachary Montgomery 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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Zachary Montgomery’s Registration & Firm History

GA

08/30/2023 - Present

Bankers Life Advisory Services, Inc. (Martinez GA)

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Licenses & Designations

IA

Issued 08/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2022

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

BC

Issued 12/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Brice Montgomery.
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