Thomas
Pitts

Bankers Life Advisory Services, Inc

CRD#5066128
Investment Advisor
in Chicago, IL

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About this Advisor

Thomas Pitts is a financial advisor working out of Chicago, Illinois with a total of 3 years of relevant experience. Pitts currently works for Bankers Life Advisory Services, Inc. Throughout their career, they have worked at Nylife Securities LLC, New York Life Insurance Co, Bankers Life & Casualty, Bankers Life & Casualty, Inc, Bankers Life Securities, Inc and Bankers Life Advisory Services, Inc. Pitts has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in South Carolina and Virginia. Bankers Life Advisory Services, Inc is a business that has its headquarters in Chicago, IL. It has offices in 136 locations and a total of 363 people on staff. It handles $1 billion in total assets between its 10,292 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Bankers Life Advisory Services, Inc performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically are based on which services are offered. However, fees charged by Bankers Life Advisory Services, Inc can include any combination of asset-based and other fees.

Certifications and Registrations

Series 63, 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

111 E. Wacker Drive 18Th Floor
Chicago, IL 60601

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

IL Average: 44
Total Number of Accounts

10,292

IL Average: 2,564
Average Account Size

$109,320

IL 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

Thomas Pitts Work History

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

2020 - Present (4 years)

Bankers Life Advisory Services, Inc

2016 - Present (8 years)

Bankers Life Securities, Inc

2015 - Present (9 years)

Bankers Life & Casualty, Inc

2015 - 2016 (1 year)

Nylife Securities LLC

2015 - 2015 (< 1 year)

New York Life Insurance Co

2011 - 2015 (4 years)

Bankers Life & 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 Thomas Pitts 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
Brock Williams
Mount Pleasant, MI
Jeffrey Collyer
Englewood, CO
Jonathan James
Chicago, IL
Chad Visser
Chicago, IL
Albert Preniqi
Chicago, IL
Joseph Eckles
San Luis Obispo, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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