Daniel Corey
Daniel Corey is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 11 years of industry experience. Daniel 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
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 Registrations11 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.