William
Baylog

Bankers Life Advisory Services, Inc

CRD#4119433
Investment Advisor
in Charlotte, NC
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About this Advisor

William Baylog is a chartered financial consultant who works in Charlotte, North Carolina, with a total of 22 years of financial industry experience. Baylog is on the advisory team at Bankers Life Advisory Services, Inc. Over the course of their career, they have held roles at Bankers Life & Casualty, Uvest Financial Services Group Inc, Proequities, Inc and Bankers Life Securities, Inc. Baylog holds a Series 63 license, which qualifies them as a securities representative, and can operate in North Carolina. Bankers Life Advisory Services, Inc is a financial advisory company headquartered in Charlotte, North Carolina. The firm has offices in 78 locations and a total of 164 people on staff. It controls $183 million in assets under management across its 1,424 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Bankers Life Advisory Services, Inc offers a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged by Bankers Life Advisory Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

22 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

10706 Sikes Place Ste 300
Charlotte, NC 28277

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$183,262,697

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

164

NC Average: 44
Total Number of Accounts

1,424

NC Average: 2,564
Average Account Size

$128,696

NC Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Baylog Work History

William has 22 years of experience.

2016 - Present (3 years)

Bankers Life Securities, Inc

2010 - Present (9 years)

Proequities, Inc

2005 - 2010 (5 years)

Uvest Financial Services Group Inc

1996 - Present (23 years)

Bankers Life & Casualty

Disclosures

William Baylog has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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