Richard Whippee (CRD# 5171362) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.
CRD# 2243629
Ameriprise Financial Services, LLC
CRD# 6155633
Bankers Life Advisory Services, Inc.
CRD# 4455052
Mesirow Financial Investment Management, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bankers Life Advisory Services, Inc. | Somerset, NJ | Dec 2019 - Current | 4 |
Bankers Life And Casualty | Somerset, NJ | Jul 1995 - Current | 29 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- NJ
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
-
Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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