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Michael M

Series 65, Series 63

Spokane, WA

Bankers Life Advisory Services, Inc.

Michael Moody is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked in various positions including at Premium Retail Services and Broadway Pawn. Moody is also involved in Moody's Guitars, a business he has owned since 2007. 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 develop tailored asset allocations aligned with clients’ goals and risk tolerances.

Wealth management Retired
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James T

Series 63, Series 66

Spokane, WA

Bankers Life Advisory Services, Inc.

James Terrells Jr. is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Northwest Investment Advisors, Inc. and Lodestone Wealth Management, LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, offering customized investment strategies across various securities.

Wealth management Retired
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