Marjan Yavari
Investment adviser representative at Bankers Life Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
Are you Marjan Yavari? 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
12 years in the industry.
- Bankers Life Advisory Services, Inc.Sep 2026 to now
- Bankers Life AdvisorySep 2026 to now
- Bankers Life Securities, IncAug 2026 to now
- Bankers Life & Casualty, IncJun 2026 to now
- UnemployedMay 2025 to Jun 2026
- Northwestern Mutual Investment Services LLCJan 2025 to May 2025
- Northwestern Mutual Life Insurance CompanyJan 2025 to May 2025
- UnemployedSep 2024 to Jan 2025
- Bank of AmericaJan 2023 to Sep 2024
- Wells FargoAug 2019 to Dec 2022
- UnemployedMar 2019 to Aug 2019
- Cnergy PlusDec 2014 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7983332
- Firm CRD
- 281285