Michelle
Smith
Bankers Life Advisory Services, Inc
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About this Advisor
Michelle Smith is a financial advisor working out of Williamsport, Pennsylvania with a total of 6 years of relevant experience. Smith is an employee of Bankers Life Advisory Services, Inc. During their career, Smith has held roles at Bankers Life, Pizza Hut, Mcneal Steel LLC, St. John'S Lutheran Church, Bankers Life Securities Inc and St. John'Slutheran Church. Smith has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Bankers Life Advisory Services, Inc is a financial advisory firm based in Chicago, IL. The company has offices in 136 locations and a total of 363 advisors. It handles $1 billion in assets across its 10,292 client accounts, making it one of the larger firms in the United States by assets under management. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the type of services provided. Fee types charged by Bankers Life Advisory Services, Inc can consist 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
Michelle Smith Work History
Michelle has been registered as a financial advisor for 6 years.*
Bankers Life Securities Inc
St. John'S Lutheran Church
Mcneal Steel LLC
St. John'Slutheran Church
Bankers Life
Mcneal Steel LLC
Pizza Hut
Pizza Hut
*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 Michelle Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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