William Baylog
William Baylog is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Charlotte, NC, with 26 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
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 Registrations8 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.
Exams
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