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Anthony Titus

15 Years of Experience
Chicago, IL
BrokerSells Insurance

Anthony Titus is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 15 years of industry experience. Anthony 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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Other Business ActivitiesSells Insurance

Anthony is an insurance agent/UFT for Bankers Life and Casualty Company since 2015. He is appointed with KFA through BLC, allowing him to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 9 yrs 10 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Investment Advisors
July 2015 - May 2016 · 10 mos
Proequities, INC.Broker
July 2015 - May 2016 · 10 mos
The Huntington Investment Company
August 2014 - July 2015 · 11 mos
The Huntington Investment CompanyBroker
May 2014 - July 2015 · 1 yr 2 mos
Proequities, INC.Broker
June 2011 - May 2014 · 2 yrs 11 mos
Mutual of Omaha Investor Services, INC.Broker
October 2010 - May 2011 · 7 mos
State Registrations5 states
KYOHOKPAWV
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.
Anthony Titus - Financial Advisor | TrueAdvisor