Murad Aliyev
Advisor at Bankers Life Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Bankers Life Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pleasanton, CA 94588
Credentials
CFA®, Series 66
Industry experience
< 1 year
Murad Aliyev is a financial advisor at Bankers Life Advisory Services, Inc. He holds the CFA® designation and Series 66 license and has professional experience spanning roles in banking and academia. Prior to joining Bankers Life, he worked at PASHA Bank OJSC and the University of the Pacific. Outside of his advisory role, he participates in simulated futures trading through TradeDay, a proprietary trading firm offering education and evaluation programs. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.
Based on Bankers Life Advisory Services, Inc.
0.50% to 2.5% annually (negotiable) for Portfolio Management Services
Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.
Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.
Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.
7901 Stoneridge Drive Suite 380
Pleasanton, CA 94588
California
Bankers Life Advisory Services, Inc
2025 - Present (1 year)
Bankers Life Securities, Inc
2025 - Present (1 year)
Bankers Life & Casualty, Inc
2025 - Present (1 year)
University of the Pacific
2024 - 2025 (1 year)
PASHA Bank OJSC
2018 - 2023 (5 years)
Leading Supply Solutions
2018 - 2018 (1 year)
ADA University
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Real estate agent
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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