Adam
Clayton

Bankers Life Advisory Services, Inc

CRD#4542447
Investment Advisor
in Hagerstown, MD

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About this Advisor

Adam Clayton is a financial advisor based in Hagerstown, Maryland, working with Bankers Life Advisory Services, Inc. Adam has previously held positions at Bankers Life and Bankers Life Advisory Services. Adam has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Maryland and West Virginia. Currently, Adam is part of Bankers Life Advisory Services, Inc, which operates out of Hagerstown, Maryland. 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 66, Series 65

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

1101 Opal Ct Suite 302
Hagerstown, MD 21740

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

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

378

MD Average: 44
Total Number of Accounts

13,089

MD Average: 2,564
Average Account Size

$113,532

MD 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

Adam Clayton Work History

2019 - Present (5 years)

Bankers Life Advisory Services

2009 - Present (15 years)

Bankers Life

Disclosures

Please visit the SEC profile of Adam Clayton 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
Christopher Armstrong
Albuquerque, NM
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Asha Shetty
Mckinney, TX
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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