Daniel Corey
Daniel Corey is a registered investment advisor at Bankers Life Advisory Services, INC., based in Portland, OR, with 12 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
6135 NE 80th Ave Unit A5, Portland, OR, 97218
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2022Customer Dispute
March 2021Customer Dispute
September 2019Criminal
March 2000Other Business ActivitiesSells Insurance
Daniel works as an insurance agent for Bankers Life, selling and servicing various insurance products including life, LTC, Medicare Supplement, and annuities. This activity takes nearly full-time hours.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations12 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.
Exams
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