Shane Michael Levey

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

• 11/2003 → 01/2018
  Bankers Life
  Chadds Ford, PA
• 01/2016 → Present
  Bankers Life Securities, Inc
  King Of Prussia, PA
• 11/2003 → Present
  Bankers Life & Casualty Co.
  King Of Prussia, PA

Other Businesses

BANKERS LIFE; INVESTMENT RELATED; 5 CHRISTY DRIVE, SUITE 308, CHADDS FORD, PA 19317; INSURANCE; UNIT FIELD MANAGER / INSURANCE AGENT; START DATE 11/2003; 240 HOURS PER MONTH WITH 160 OF THOSE HOURS PER MONTH BEING DURING TRADING HOURS; INSURANCE PRODUCT SALES INCLUDING BUT NOT LIMITED TO LIFE, ANNUITY, EQUITY INDEX ANNUITY; TRAINING NEW INSURANCE AGENTS. BANKERS LIFE POSITION: USV - Insurance agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/03/2003 ADDRESS: 1150 1st Ave, Suite 1020, King of Prussia PA 19406, United States DESCRIPTION: Insurance sales SHANE LEVEY POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 701 Westtown Circle, West Chester PA 19382, United States DESCRIPTION: rental property @ 701 Westtown Circle West Chester, PA 19382

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-28
• S63 Uniform Securities Agent State Law Examination
  2014-08-18

Other Names

• Shane Levey