Trevor
Durham

Bankers Life Advisory Services, Inc

CRD#7677620
Investment Advisor
in Chicago, IL

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About this Advisor

Trevor Durham is a financial advisor based in Chicago, Illinois, working with Bankers Life Advisory Services, Inc. Trevor has previously held positions at United States Navy, Invictus Security Services, Domino's Pizza, Bankers Life & Casualty, Inc, Bankers Life, Tresta, Papa Johns, Subway, Victoria's Secret, Marco's Pizza, Dish, Bankers Life Securities, Inc, Full Time Student, Unemployed / Foreign Study, and Bankers Life Advisory Services, Inc. Trevor has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida, South Carolina, and Washington. Currently, Trevor is part of Bankers Life Advisory Services, Inc, which operates out of Chicago, Illinois. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion and offers services including 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

Series 66, Series 63

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

303 E. Wacker Drive 5Th Fl
Chicago, IL 60601

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

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

378

IL Average: 44
Total Number of Accounts

13,089

IL Average: 2,564
Average Account Size

$113,532

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

Trevor Durham Work History

2023 - Present (1 year)

Bankers Life Advisory Services, Inc

2022 - Present (2 years)

Bankers Life & Casualty, Inc

2022 - Present (2 years)

Bankers Life Securities, Inc

2020 - 2022 (2 years)

United States Navy

2018 - 2018 (< 1 year)

Bankers Life

2018 - 2018 (< 1 year)

Dish

2018 - 2019 (1 year)

Unemployed / Foreign Study

2017 - 2019 (2 years)

Invictus Security Services

2017 - 2018 (1 year)

Full Time Student

2016 - 2016 (< 1 year)

Domino'S Pizza

2016 - 2016 (< 1 year)

Tresta

2015 - 2015 (< 1 year)

Papa Johns

2015 - 2015 (< 1 year)

Victoria'S Secret

2015 - 2015 (< 1 year)

Marco'S Pizza

2014 - 2014 (< 1 year)

Subway

2014 - 2016 (2 years)

Full Time Student

2013 - 2014 (1 year)

Papa Johns

Disclosures

Please visit the SEC profile of Trevor Durham 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

Cody Russell
Chicago, IL
Adam Claussen
Chicago, IL
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Jeffrey Drury
Chicago, IL
Kyle Hodnett
Chicago, IL
Kurt Richter
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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