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 financial advisor based in Charlotte, North Carolina, working with Bankers Life Advisory Services, Inc. William has previously held positions at Bankers Life & Casualty, Proequities, Inc, Bankers Life Advisory Services, and Bankers Life Securities, Inc. William has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, William 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. 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 63, Chartered Financial Consultant

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

10706 Sikes Place Ste 300
Charlotte, NC 28277

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

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

378

NC Average: 44
Total Number of Accounts

13,089

NC Average: 2,564
Average Account Size

$113,532

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

William Baylog Work History

2016 - Present (8 years)

Bankers Life Advisory Services

2016 - Present (8 years)

Bankers Life Securities, Inc

1996 - Present (28 years)

Bankers Life & Casualty

2010 - 2016 (6 years)

Proequities, Inc

Disclosures

Please visit the SEC profile of William Baylog 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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