James
Cody
Bankers Life Advisory Services, Inc
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About this Advisor
James Cody is a financial advisor who works out of Clinton Township, Michigan with 1 year of relevant experience. Cody is an advisor for Bankers Life Advisory Services, Inc. Throughout their career, Cody has worked at Bankers Life & Casualty, Inc, Bankers Life Securities, Inc and Bankers Life Advisory Services, Inc. Cody has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Bankers Life Advisory Services, Inc is an advisory business operating out of Chicago, IL. The investment advisory business has offices in 136 locations and a total of 363 advisors. It oversees $1 billion in assets under management between its 10,292 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees depend on which services the firm provides the client. However, fees billed by Bankers Life Advisory Services, Inc most likely are comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,125,123,822
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
363
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
10,292
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$109,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Cody Work History
James has been registered as a financial advisor for 1 years.*
Bankers Life Advisory Services, Inc
Bankers Life Securities, Inc
Bankers Life & Casualty, Inc
*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 James Cody 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
Chicago, IL
Erie, PA
Chicago, IL
Mount Pleasant, MI
Chicago, IL
Chicago, IL
Chicago, IL
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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