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Michelle Washington

11 Years of Experience
Chantilly, VA
1 DisclosureBrokerSells Insurance

Michelle Washington is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chantilly, VA, with 11 years of industry experience. Michelle 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

4501 Singer Court Suite 160, Suite 160, Chantilly, VA, 20151

Get directions

History

Regulatory History (1)
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Financial
May 2016
Final
Other Business ActivitiesSells Insurance

Michelle is a Unit Supervisor at Bankers Life, managing a team of agents and responsible for hiring and training, as well as enabling agents to write business for various insurance products. She also owns MLWS LLC, established for tax purposes, dedicating minimal time to it.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2020 - Present · 5 yrs 11 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Proequities, INC.Broker
December 2014 - May 2016 · 1 yr 5 mos
Proequities, INC.Broker
October 2013 - October 2013 · 0 mos
State Registrations14 states
DCDEFLMDNCOHPASCTNTXUTVAWIWV
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.
Michelle Washington - Financial Advisor | TrueAdvisor