EC
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Emily Combs

14 Years of Experience
Chicago, IL
BrokerSells Insurance

Emily Combs is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 14 years of industry experience. Emily 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

Emily is a unit field trainer for Bankers Life & Casualty, recruiting and training insurance agents, and is appointed with KFA through BLC to write business for various insurance products. Emily also owns Alluring Art Designs, creating handmade jewelry and other art items, dedicating about 10-20% of her time to this.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2019 - Present · 6 yrs 8 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Proequities, INC.Broker
November 2011 - May 2016 · 4 yrs 6 mos
State Registrations7 states
DEGAMDNCPASCVA
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.