William O'COnnell Baylog

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → Present
  Bankers Life & Casualty
  Charlotte, NC
• 05/2016 → Present
  Bankers Life Securities, Inc.
  Charlotte, NC
• 07/2016 → Present
  Bankers Life Advisory Services
  Charolotte, NC

Previous Registrations

• 2011-07-14 → 2016-05-27
  Concourse Financial Group Securities, Inc.
  Charlotte, NC
  Birmingham, AL
  Charlotte, NC
  Birmingham, AL

Other Businesses

BANKERS LIFE & CASUALTY; 10706 SIKES PLACE, SUITE 300, CHARLOTTE, NC 28277; INSURANCE AGENT: INSURANCE SALES/SERVICES INVESTMENT RELATED: 150 HRS/MONTH; START-01/1996; DESCRIPTION: INSURANCE SALES/SERVICES;MANAGE AGENTS, MANAGERS AND ADMINISTRATORS

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-28

Designations

• Chartered Financial Consultant

Other Names

• William Oconnell Baylog