Mark Feliciano
Mark Feliciano is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 11 years of industry experience. Mark 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 (2)
Customer Dispute
August 2021Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Mark is a Unit Sales Manager at Bankers Life, recruiting and training insurance agents. He is also appointed with KFA through BLC, allowing agents to write business for various insurance products, including Medicare Supplement, annuities, life insurance, health, and LTC; this takes about a quarter of his time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations16 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.