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George Rescigno

20 Years of Experience
Chicago, IL
3 DisclosuresBrokerSells Insurance

George Rescigno is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 20 years of industry experience. George 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
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2003
Award / Judgment
Customer Dispute
December 2002
Denied
Customer Dispute
August 2001
Denied
Other Business ActivitiesSells Insurance

George is an insurance agent with Bankers Life & Casualty.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
June 2017 - Present · 8 yrs 11 mos
Bankers Life Securities, INC.Broker
May 2017 - Present · 9 yrs
Previous Registrations
Raymond James Financial Services
July 2003 - December 2005 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
June 2003 - December 2005 · 2 yrs 6 mos
Prudential Securities Incorporated
July 2001 - June 2003 · 1 yr 11 mos
Prudential Securities IncorporatedBroker
July 2001 - June 2003 · 1 yr 11 mos
Salomon Smith Barney INC.Broker
February 1994 - July 2001 · 7 yrs 5 mos
Hibbard Brown & CO., INC.Broker
March 1992 - May 1992 · 2 mos
State Registrations4 states
NCPASCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
George Rescigno - Financial Advisor | TrueAdvisor