William James Carroll
Investment adviser representative at Bankers Life Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
Are you William James Carroll? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bankers Life Advisory Services, Inc.Jun 2022 to now
- Bankers Life Securities, IncMar 2022 to now
- Bankers Life & Casualty, IncMay 2020 to now
- Texas De BrazilSep 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4685397
- Firm CRD
- 281285