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Delia Parker

12 Years of Experience
Chicago, IL
1 DisclosureBroker

Delia Parker is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 12 years of industry experience. Delia 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 (1)
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Financial
June 2017
Final
Other Business Activities

Delia is the owner of Luna Strong LLC, an online health coaching business, dedicating minimal time to it. Delia also owns and manages rental property, spending minimal time on it.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2019 - Present · 7 yrs
Bankers Life Securities, INC.
July 2019 - Present · 7 yrs
Bankers Life Securities, INC.Broker
July 2019 - Present · 7 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
May 2015 - July 2017 · 2 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - July 2014 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2014 · 1 yr 9 mos
Chase Investment Services CORP.
May 2012 - October 2012 · 5 mos
Chase Investment Services CORP.Broker
February 2012 - October 2012 · 8 mos
J.P. Morgan Securities LLCBroker
October 2010 - October 2011 · 1 yr
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
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.
Delia Parker - Financial Advisor | TrueAdvisor