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August F
Series 63, Series 65
Bridgewater, NJ
Bankers Life Advisory Services, Inc.
August Ferretti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Bankers Life Advisory Services since 2018 and also serves as an insurance agent and unit sales manager with Bankers Life & Casualty since 2002. Outside of his advisory role, he owns and operates an LLC managing a vacation rental property in Kitty Hawk, North Carolina, which offers rental services through the website obxluxuryrentals.com. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients' goals and risk tolerances.
Bradley H
Series 63, Series 65
Bridgewater, NJ
Bankers Life Advisory Services, Inc.
Bradley Hampton is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. He has been with Bankers Life Advisory Services since 2020 and is also an insurance agent for Bankers Life and Casualty, selling life insurance, health insurance, and annuity products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.
Richard W
Series 65
Bridgewater, NJ
Bankers Life Advisory Services, Inc.
Richard Whippee II is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and eight years of industry experience. He has worked at Bankers Life Advisory Services since 2019 and has been with Bankers Life and Casualty since 1995, where he is also active as an insurance agent and branch sales manager. Bankers Life Advisory Services primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.
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