Scott
Bowman

Bankers Life Advisory Services, Inc

CRD#7325976
Investment Advisor
in Wesley Chapel, FL

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About this Advisor

Scott Bowman is a financial advisor operating out of Wesley Chapel, Florida who has 2 years of industry experience. Bowman is currently employed by Bankers Life Advisory Services, Inc. Over the course of their career, Bowman has held roles at Bankers Life And Casualty, Stansfeld Scott Inc, Geico, Fresh N Natural Pte LTD, University Of South Florida Student, Bankers Life Securities and Bankers Life Advisory Services. Bowman maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Bankers Life Advisory Services, Inc is a company operating out of Chicago, IL. The firm has offices in 136 locations and a total of 363 people on staff. It handles $1 billion in total assets among its 10,292 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Bankers Life Advisory Services, Inc performs a number 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 typically are based on the type of services provided. However, fee types billed by Bankers Life Advisory Services, Inc likely include asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 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

2818 Cypress Ridge Blvd Ste 230
Wesley Chapel, FL 33544

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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

Scott Bowman Work History

Scott has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bankers Life Securities

2021 - Present (3 years)

Bankers Life Advisory Services

2020 - Present (4 years)

Bankers Life And Casualty

2018 - 2020 (2 years)

Stansfeld Scott Inc

2016 - 2018 (2 years)

Geico

2013 - 2016 (3 years)

Fresh N Natural Pte LTD

2011 - 2013 (2 years)

University Of South Florida Student

*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 Scott Bowman 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

Tommy Fitzpatrick
Hauppauge, NY
Christopher Hartman
Topeka, KS
Justin Jones
Brentwood, TN
Bradley Hampton
Chicago, IL
Jonathan James
Chicago, IL
Jason Fowler
Chicago, IL
Elizabeth Bort
Chicago, IL
Peter Portanova
Hauppauge, NY

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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