Daniel
Holloway
Bankers Life Advisory Services, Inc
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About this Advisor
Daniel Holloway is a financial advisor based in Charlotte, North Carolina, working with Bankers Life Advisory Services, Inc. Daniel has previously held positions at Bankers Life, Proequities Inc, Bankers Life Securities, Inc, and Bankers Life Advisory Services. Daniel has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Pennsylvania. Currently, Daniel is part of Bankers Life Advisory Services, Inc, which operates out of Charlotte, North Carolina. 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
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,486,019,075
378
13,089
$113,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Daniel Holloway Work History
Bankers Life Securities, Inc
Bankers Life Advisory Services
Bankers Life
Proequities Inc
Disclosures
Please visit the SEC profile of Daniel Holloway 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
Chicago, IL
Chicago, IL
Las Vegas, NV
Columbia, MO
Mckinney, TX
Chicago, IL
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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