Paul
Gormanson

Bankers Life Advisory Services, Inc

CRD#7411684
Investment Advisor
in Florence, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Paul Gormanson is a financial advisor based in Florence, South Carolina, working with Bankers Life Advisory Services, Inc. Paul has previously held positions at Bankers Life, Bankers Life Securities, Inc, and Bankers Life Advisory Services. Paul has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Alabama, Florida, and South Carolina. Currently, Paul is part of Bankers Life Advisory Services, Inc, which operates out of Florence, South 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

Series 66, Series 63

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

183 S. Coit St, Ste. D
Florence, SC 29501

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

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

378

SC Average: 44
Total Number of Accounts

13,089

SC Average: 2,564
Average Account Size

$113,532

SC 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

Paul Gormanson Work History

2022 - Present (2 years)

Bankers Life Advisory Services

2021 - Present (3 years)

Bankers Life Securities, Inc

2011 - Present (13 years)

Bankers Life

Disclosures

Please visit the SEC profile of Paul Gormanson 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started