RC
RC

Robert Cox

27 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance

Robert Cox is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 27 years of industry experience. Robert 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 (1)
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Customer Dispute
January 2005
Denied
Other Business ActivitiesSells Insurance

Robert is a 1099 agent for Bankers Life and Casualty Company, appointed with KFA through BLC. He sells Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2024 - Present · 1 yr 9 mos
Bankers Life Securities, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 1997 - October 2022 · 25 yrs 6 mos
Ameriprise Financial Services, LLCBroker
February 1997 - October 2022 · 25 yrs 8 mos
Ids Life Insurance CompanyBroker
February 1997 - July 2006 · 9 yrs 5 mos
Biltmore Securities, INCBroker
August 1996 - November 1996 · 3 mos
State Registrations5 states
CODCFLMDVA
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.