Danielle Halliday
Danielle Halliday is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 14 years of industry experience. Danielle 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
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2014Customer Dispute
June 2014Other Business ActivitiesSells Insurance
Danielle is an agent and unit field trainer for Bankers Life and Casualty, helping people establish insurance products and providing advice. She also serves on the board of directors for Cure Cancer Foundation and owns Janell Enterprises LLC, a weight loss coaching business, dedicating minimal time to each.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations3 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.