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Danaire Leftwich

5 Years of Experience
Chicago, IL
BrokerSells Insurance

Danaire Leftwich is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 5 years of industry experience. Danaire 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
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

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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

Danaire is an insurance agent for Bankers Life and Casualty Company, selling health, life, and annuity insurance products, dedicating about two-thirds of their time to this. Danaire also owns rental properties, spending minimal time on them.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
May 2021 - Present · 5 yrs
Bankers Life Securities, INC.Broker
February 2021 - Present · 5 yrs 3 mos
State Registrations2 states
NYVA
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.