Rita
Hollingsworth

Bankers Life Advisory Services, Inc

CRD#7209176
Investment Advisor
in Sarasota, FL

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About this Advisor

Rita Hollingsworth is a financial advisor working in Sarasota, Florida with 3 years of industry experience. Hollingsworth works at Bankers Life Advisory Services, Inc. Throughout their career, Hollingsworth has worked at Bankers Life, Rph Consulting, Bank Of America and Bankers Life Advisory Services, Inc. Hollingsworth maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in Florida. Bankers Life Advisory Services, Inc is a company that has its headquarters in Chicago, IL. The firm has offices in 136 locations and a total of 363 employees. It oversees $1 billion in assets under management between its 10,292 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is offered. However, fees charged by Bankers Life Advisory Services, Inc may include some blend of asset-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

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

301 N. Cattlemen Rd
Sarasota, FL 34232

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

FL Average: 44
Total Number of Accounts

10,292

FL Average: 2,564
Average Account Size

$109,320

FL 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

Rita Hollingsworth Work History

Rita has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Bankers Life

2019 - Present (5 years)

Bankers Life Advisory Services, Inc

2015 - 2018 (3 years)

Rph Consulting

1989 - 2014 (25 years)

Bank Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rita Hollingsworth 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

Joseph Nielsen
Chicago, IL
Dominic Ruggerio
Chicago, IL
Albert Preniqi
Chicago, IL
Jeffrey Collyer
Englewood, CO
Jonathan James
Chicago, IL
Joseph Eckles
San Luis Obispo, CA
Elizabeth Bort
Chicago, IL
Chad Visser
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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