Maegan
Francis
Bankers Life Advisory Services, Inc
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About this Advisor
Maegan Francis is a financial advisor operating in Beachwood, Ohio. Francis is on the advisory team at Bankers Life Advisory Services, Inc. The advisor has gained experience at Bankers Life & Casualty, Inc, Town Tavern, Quaker Steak And Lube, 35 Brix, Howie'S On The Lake, Full Time Education, Bankers Life Securities, Inc and Bankers Life Advisory Services, Inc. Francis holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Bankers Life Advisory Services, Inc is a financial advisory company operating out of Chicago, IL. The company has offices in 136 locations and a total of 363 employees. It manages $1 billion in assets under management across its 10,292 accounts, making it one of the larger firms in the country by assets under management. The advisory firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management vary depending on the financial services offered. Fee types charged by Bankers Life Advisory Services, Inc most likely consist of any combination 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
$1,125,123,822
363
10,292
$109,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Maegan Francis Work History
Maegan has been registered as a financial advisor for 0 years.*
Bankers Life Advisory Services, Inc
Bankers Life Securities, Inc
Bankers Life & Casualty, Inc
Town Tavern
Quaker Steak And Lube
35 Brix
Howie'S On The Lake
Full Time Education
*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 Maegan Francis 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
Hauppauge, NY
Chicago, IL
Chicago, IL
Hauppauge, NY
Chicago, IL
Chicago, IL
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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