Kevin Torres
Investment adviser representative at Bankers Life Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
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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
12 years in the industry.
- Bankers Life Advisory Services, Inc.Aug 2026 to now
- Bankers Life Securities, IncFeb 2024 to now
- Monere Investments, Inc.Feb 2023 to Jan 2024
- Lasalle Street SecuritiesAug 2022 to Feb 2023
- J.P. Morgan Securities LLCNov 2019 to Aug 2022
- JPMorgan Chase Bank, N.A.Jul 2018 to Aug 2022
- J.C. LichtMay 2018 to Jul 2018
- Hyatt RegencyApr 2018 to Apr 2018
- Need It Now DeliveryMar 2018 to May 2018
- UnemployedMar 2018 to Mar 2018
- JPMorgan Chase Bank, N.A.Dec 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7209027
- Firm CRD
- 281285