Dorian
Valente

Bankers Life Advisory Services, Inc

CRD#6817346
Investment Advisor
in Mesa, AZ

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About this Advisor

Dorian Valente is a financial advisor based in Mesa, Arizona, working with Bankers Life Advisory Services, Inc. Dorian has previously held positions at Bankers Life & Casualty, Godaddy.Com, Bankers Life Securities Inc, and Bankers Life Advisory Services. Dorian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Dorian is part of Bankers Life Advisory Services, Inc, which operates out of Mesa, Arizona. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

1640 S Stapley Drive Ste #245
Mesa, AZ 85204

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

AZ Average: $6,674,516,078
Total Number of Employees

378

AZ Average: 44
Total Number of Accounts

13,089

AZ Average: 2,564
Average Account Size

$113,532

AZ Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Dorian Valente Work History

2019 - Present (5 years)

Bankers Life Advisory Services

2017 - Present (7 years)

Bankers Life Securities Inc

2014 - Present (10 years)

Bankers Life & Casualty

2009 - 2014 (5 years)

Godaddy.Com

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Disclosures

Please visit the SEC profile of Dorian Valente to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bankers Life Advisory Services, Inc

Cody Russell
Chicago, IL
Karthik Rao
Waltham, MA
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Asha Shetty
Mckinney, TX
Kyle Hodnett
Chicago, IL
Kurt Richter
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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