Richard George
Richard George is a CFP, ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 29 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
8600 w Bryn Mawr Ave Ste 140 N, Chicago, IL, 60631
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Regulatory History (9)
Customer Dispute
April 2021Customer Dispute
November 2020Customer Dispute
September 2020Customer Dispute
April 2020Customer Dispute
April 2020Customer Dispute
March 2020Customer Dispute
March 2020Customer Dispute
February 2020Customer Dispute
December 2019Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.