Larry
Mcbee

Bankers Life Advisory Services, Inc

CRD#6705587
Investment Advisor
in Lake Ozark, MO

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About this Advisor

Larry Mcbee is a financial advisor operating out of Lake Ozark, Missouri with a total of 4 years of relevant experience. Mcbee is on the advisory team at Bankers Life Advisory Services, Inc. The advisor has gained experience at Bankers Life And Casualty and Bankers Life Securities Inc. Mcbee maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Missouri. Bankers Life Advisory Services, Inc is a company based in Chicago, IL. The investment advisory business has offices in 136 locations and a total of 363 employees. It oversees $1 billion in assets among its 10,292 customer accounts, placing it among the larger firms in the country by assets under management. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice usually are based on which services are offered. Fees billed by Bankers Life Advisory Services, Inc may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

754 Bagnell Dam Blvd #754-B
Lake Ozark, MO 65049

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

MO Average: 44
Total Number of Accounts

10,292

MO Average: 2,564
Average Account Size

$109,320

MO 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

Larry Mcbee Work History

Larry has been registered as a financial advisor for 4 years.*

2017 - Present (7 years)

Bankers Life Securities Inc

2011 - Present (13 years)

Bankers Life And Casualty

*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 Larry Mcbee 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

Justin Jones
Brentwood, TN
Joseph Nielsen
Chicago, IL
David Hensley
Chicago, IL
Jonathan James
Chicago, IL
Peter Portanova
Hauppauge, NY
Wilson Williams
Chicago, IL
Joshua Sievers
Fort Wayne, IN

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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