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Asha Shetty

5 Years of Experience
Mckinney, TX
BrokerSells Insurance

Asha Shetty is a registered investment advisor, based in Mckinney, TX, with 5 years of industry experience.

Location

4500 W Eldorado pkwy #2700, Mckinney, TX, 75070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Asha manages a team of insurance agents at Bankers Life & Casualty, also selling Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. She also dedicates minimal time to a networking group and the McKinney Family YMCA.

Employment History
Current Registrations
Bankers Life Securities, INC.Broker
January 2026 - Present · 4 mos
Bankers Life Advisory Services, INC.
August 2020 - Present · 5 yrs 9 mos
State Registrations1 state
TX
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.
Asha Shetty - Financial Advisor | TrueAdvisor