William Baylog
William Baylog is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Charlotte, NC, with 25 years of industry experience. William 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
10706 Sikes Place Ste 300, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
Regulatory
October 2003Other Business ActivitiesSells Insurance
William works as an insurance agent with Bankers Life & Casualty since 1996, selling insurance and managing agents. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Afs Brokerage, INC.Broker
Conseco Securities, INC.Broker
State Registrations7 states
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.