Andrew
Mcquillan

Bankers Life Advisory Services, Inc

CRD#7530157
Investment Advisor
in Greensboro, NC

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About this Advisor

Andrew Mcquillan is a financial advisor who works in Greensboro, North Carolina with a total of 1 year of industry experience. Mcquillan is an employee of Bankers Life Advisory Services, Inc. Their career trajectory has included roles at Bankers Life & Casualty, Inc, Sci, Inc, 610 Car Wash, Stafford County Sheriff'S Office, Bankers Life Securities, Inc and Bankers Life Advisory Services, Inc. Mcquillan holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina and Virginia. Bankers Life Advisory Services, Inc is a registered investment company based out of Chicago, IL. The company has offices in 136 locations and a total of 363 employees. It handles $1 billion in assets under management among its 10,292 accounts, placing it among the larger firms in the nation by assets under management. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees billed by Bankers Life Advisory Services, Inc likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

400 Bellemeade Street Ste 501
Greensboro, NC 27401

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

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

363

NC Average: 44
Total Number of Accounts

10,292

NC Average: 2,564
Average Account Size

$109,320

NC 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

Andrew Mcquillan Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bankers Life Securities, Inc

2022 - Present (2 years)

Bankers Life Advisory Services, Inc

2020 - Present (4 years)

Bankers Life & Casualty, Inc

2015 - 2020 (5 years)

Sci, Inc

2015 - 2015 (< 1 year)

610 Car Wash

2015 - 2015 (< 1 year)

Stafford County Sheriff'S Office

2013 - 2015 (2 years)

610 Car Wash

*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 Andrew Mcquillan 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

Andrew Mcquillan
Greensboro, NC
Joseph Eckles
San Luis Obispo, CA
Wilson Williams
Chicago, IL
Justin Jones
Brentwood, TN
Jonathan James
Chicago, IL
Chad Visser
Chicago, IL
Jeffrey Collyer
Englewood, CO
Kurt Richter
Topeka, KS

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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