James
Gavin

Bankers Life Advisory Services, Inc

CRD#2366060
Investment Advisor
in Scarborough, ME

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About this Advisor

James Gavin is a financial advisor based in Scarborough, Maine, working with Bankers Life Advisory Services, Inc. James has previously held positions at Greater York Region Chamber Of Commerce, Bankers Life & Casualty, Inc, Proequities, Inc, and Bankers Life Securities, Inc. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maine. Currently, James is part of Bankers Life Advisory Services, Inc, which operates out of Scarborough, Maine. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion. The services offered by the firm include 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 63, Series 66

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

360 Us Route 1 Suite 202
Scarborough, ME 04074

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

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

378

ME Average: 44
Total Number of Accounts

13,089

ME Average: 2,564
Average Account Size

$113,532

ME 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

James Gavin Work History

2016 - Present (8 years)

Bankers Life Securities, Inc

2009 - Present (15 years)

Bankers Life & Casualty, Inc

2010 - 2016 (6 years)

Proequities, Inc

2008 - 2017 (9 years)

Greater York Region Chamber Of Commerce

Disclosures

Please visit the SEC profile of James Gavin 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
Harry Zhang
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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