Eugene R. Tournour

BANKERS LIFE ADVISORY SERVICES

Hauppauge, NY 11788

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CRD#: 1858109

Professional summary

Eugene Richard Tournour, who also goes by Eugene Richard Tournour Jr, Gene Tournour, Geno Tournour, Eugene Richard Tournour, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Hauppauge, New York and BANKERS LIFE SECURITIES, INC. located in Hauppauge, New York.

Eugene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Eugene has worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eugene Richard Tournour Jr | Gene Tournour | Geno Tournour | Eugene Richard Tournour

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 12/01/2013 ADDRESS: 1393 Veterans Memorial Hwy, Hauppauge NY 11788, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. UHC POSITION: broker NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2015 ADDRESS: PO Box 412, Northport NY 11768, United States DESCRIPTION: Selling of Medicare supplement insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Richard Tournour's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 3, 2021 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 1393 Veterans Memorial Hwy, Suite 403, Hauppauge, NY 11788

RIA

CRD#: 281285

Hauppauge, NY

Current

May 24, 2021 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 1393 Veterans Memorial Hwy Suite 403, Hauppauge, NY 11788

CRD#: 173962

Hauppauge, NY

Past

October 28, 2015 - June 1, 2021

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Melville, NY

Past

November 21, 2012 - November 4, 2013

CALTON & ASSOCIATES, INC.

CRD#: 20999

TAMPA, FL

Past

August 17, 2005 - November 30, 2012

VFINANCE INVESTMENTS, INC

CRD#: 44962

BOCA RATON, FL

Past

October 9, 2001 - September 14, 2005

BOLTON GLOBAL CAPITAL

CRD#: 15650

BOLTON, MA

Past

October 3, 2001 - October 8, 2001

BENSON YORK GROUP, INC.

CRD#: 40231

MELVILLE, NY

Past

March 22, 1993 - October 1, 2001

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

December 20, 1990 - March 2, 1993

ROBERT TODD FINANCIAL CORP.

CRD#: 7423

NEW YORK, NY

Past

September 14, 1990 - December 3, 1990

MALONE & ASSOCIATES, INC.

CRD#: 10412

DENVER, CO

Past

May 16, 1990 - September 11, 1990

MLB INVESTMENTS, LTD.

CRD#: 18280

Past

February 9, 1990 - May 10, 1990

VANDERBILT SECURITIES, INC.

CRD#: 14280

Past

August 23, 1988 - February 15, 1990

J. T. MORAN & CO., INC.

CRD#: 15655

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/28/2025)

New Jersey
(7/7/2021)

New York
(5/24/2021)

IAR

New York
(12/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/7/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/8/1993

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

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.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Eugene R. Tournour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Richard Tournour's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

CALTON & ASSOCIATES, INC.

VFINANCE INVESTMENTS, INC

BOLTON GLOBAL CAPITAL

BENSON YORK GROUP, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ROBERT TODD FINANCIAL CORP.

MALONE & ASSOCIATES, INC.

MLB INVESTMENTS, LTD.

VANDERBILT SECURITIES, INC.

J. T. MORAN & CO., INC.

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/7/1988

SIE

Date: 10/1/2018

Series 7

Date: 8/20/1988

Series 24

Date: 12/8/1993

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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