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Advisors / Illinois / Chicago
9yrs

Larry McBee

Financial advisor at Bankers Life Advisory Services

Based in Chicago, Illinois, Larry McBee is a fiduciary financial advisor with 9 years of industry experience. Larry joined Bankers Life Advisory Services in 2019, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.

One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, IL 60601Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?More experience than 66% of advisors at Bankers Life Advisory Services
Office303 E. Wacker Drive Suite 500, Chicago, IL 60601
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$172,460
Advisors at the firm533
States licensed ?1 state

Services through Bankers Life Advisory Services

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2019 – now

Questions to ask Larry

Tailored to Larry’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Larry

How do I contact Larry?

Call Bankers Life Advisory Services at (844) 553-9083 and ask for Larry McBee. Larry works from the Chicago, IL office.

How long has Larry been a financial advisor?

Larry has been in the industry since 2017, about 9 years. More experience than 66% of advisors at Bankers Life Advisory Services.

What licenses does Larry hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Larry a fiduciary?

Larry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Larry paid?

Bankers Life Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Larry for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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