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Hailey Williams

1 Year of Experience
Greensboro, NC
BrokerSells Insurance

Hailey Williams is a registered investment advisor at Bankers Life Advisory Services, INC., based in Greensboro, NC, with 1 years of industry experience. Hailey 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

400 Bellemeade Street, Ste 501, Greensboro, NC, 27401

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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

Hailey is a 1099 agent for Bankers Life and Casualty Company, appointed with KFA through BLC. She sells Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2024 - Present · 1 yr 8 mos
Bankers Life Securities, INC.Broker
July 2024 - Present · 1 yr 10 mos
State Registrations2 states
NCVA
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.