Rebecca
Ward
Bankers Life Advisory Services, Inc
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About this Advisor
Rebecca Ward is a financial advisor based in Farmington, Connecticut, working with Bankers Life Advisory Services, Inc. Rebecca has previously held positions at Bankers Life & Casualty, Inc, Bankers Life Securities, Inc, and Bankers Life Advisory Services, Inc. Rebecca has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Rebecca is part of Bankers Life Advisory Services, Inc, which operates out of Farmington, Connecticut. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion. The services offered by the firm include 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
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,486,019,075
378
13,089
$113,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Rebecca Ward Work History
Bankers Life Advisory Services, Inc
Bankers Life Securities, Inc
Bankers Life & Casualty, Inc
Disclosures
Please visit the SEC profile of Rebecca Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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