Andrea M. Martin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Andrea M Martin, CFP®, who also goes by Andrea M Blydenburgh, Andrea M Householder, Andrea Martin Householder, Andrea M Martin-blydenburgh, Andrea M Martin, was a registered financial professional .
Andrea is a previously registered financial professional and started their career in finance in 1985. Andrea had worked at 13 firms and has passed the Series 63, Series 22TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1999
Experience
January 10, 2022 - September 10, 2024
BANKERS LIFE ADVISORY SERVICES, INC.
January 6, 2022 - September 10, 2024
BANKERS LIFE SECURITIES, INC.
October 22, 2019 - January 31, 2020
PRUCO SECURITIES, LLC.
October 23, 2015 - November 2, 2017
MML INVESTORS SERVICES, LLC
May 26, 2015 - November 2, 2017
MML INVESTORS SERVICES, LLC
October 3, 2013 - April 7, 2015
PRINCIPAL SECURITIES, INC.
August 22, 2013 - April 7, 2015
PRINCIPAL SECURITIES, INC.
December 22, 2010 - August 16, 2011
NATIONWIDE SECURITIES, LLC
July 10, 2008 - December 31, 2008
FORTUNE FINANCIAL SERVICES, INC.
August 5, 2003 - May 16, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
January 15, 1992 - May 16, 2006
IDS LIFE INSURANCE COMPANY
January 15, 1992 - May 16, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
June 18, 1989 - February 28, 1990
SUNAMERICA SECURITIES, INC.
November 7, 1988 - June 18, 1989
SOUTHMARK FINANCIAL SERVICES, INC.
October 23, 1987 - May 17, 1988
VP DISTRIBUTORS LLC
May 20, 1987 - October 23, 1987
T.H. LEHMAN SECURITIES CORPORATION
July 5, 1985 - June 14, 1986
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationCurrent Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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