ES
CFP
ES
CFP

Eileen Sullivan

24 Years of Experience
Chicago, IL
Broker

Eileen Sullivan is a CFP-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 24 years of industry experience. Eileen 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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2016 - Present · 9 yrs 8 mos
Bankers Life Securities, INC.Broker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Morgan Stanley
October 2013 - March 2016 · 2 yrs 5 mos
Morgan StanleyBroker
August 2013 - March 2016 · 2 yrs 7 mos
TD Securities (USA) LLCBroker
June 2009 - September 2011 · 2 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2000 - May 2009 · 9 yrs 2 mos
G.X. Clarke & CO.Broker
August 1998 - November 1999 · 1 yr 3 mos
State Registrations26 states
ALARAZCACOFLIAIDILINKYMIMNMTNENHNYOHORSDTNTXUTWAWIWV
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.
Eileen Sullivan - Financial Advisor | TrueAdvisor