LM
Lori Moncada
from Bankers Life Advisory Services, Inc.
Lori Moncada is a financial advisor based in Illinois, Chicago,
with 19 years of experience. Lori currently works for
Bankers Life Advisory Services, Inc..
Lori maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Lori Moncada works at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. is a financial advisory firm based in Chicago, Illinois. It currently has approximately $1,110,887,660 of assets under management and employs about 363 people. Bankers Life Advisory Services, Inc. uses a fee structure of a percentage of assets under your management and non-discretionary investment consulting services.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management and non-discretionary investment consulting services
Office location
303 E. Wacker Drive, 5th Fl, Chicago, Illinois, 60601
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