Larry Goldberg
Larry Goldberg is a registered investment advisor at Bankers Life Advisory Services, INC., based in Schaumburg, IL, with 10 years of industry experience. Larry 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
1101 Perimeter Drive Ste 825, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2021Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Larry is a Unit Sales Manager at Bankers Life, an insurance company providing insurance products to the senior market, since 2014. He manages a team of agents and is responsible for their training, also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. This is a full-time commitment.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations7 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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