Bruce L. Glider

BANKERS LIFE ADVISORY SERVICES

Warminster, PA

Some features on this profile are disabled

CRD#: 1867322

Professional summary

Bruce Lyle Glider is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Warminster, Pennsylvania and BANKERS LIFE SECURITIES, INC. located in King Of Prussia, Pennsylvania.

Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Bruce has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I TEACH COURSES FOR THE AMERICAN COLLEGE. NOT SECURITIES RELATED. BRUCE GLIDER POSITION: owner NATURE: I own a multi family house in phila, PA. My son lives there, pays me rent rent in the amount of the mortgage, and rents the street level apartment as Air B&B INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 411 w jefferson st, phila PA 19122, United States DESCRIPTION: I own a multi family house in phila, PA. My son lives there, pays me rent rent in the amount of the mortgage, and rents the street level apartment as Air B&B C130 REAL ESTATE HOLDINGS POSITION: Co-owner NATURE: This will be an LLC to hold rental properties managed primarily by my adult son. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2021 ADDRESS: 1234 tulip rd, warminster PA 18974, United States DESCRIPTION: Lead, guide and direct strategy of the company. A380 REAL ESTATE POSITION: Co owner NATURE: Operate rental properties in PA. Wholly owned subsidiary of C1so Real Estate Holdings. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 1234 tulip rd, warminster PA 18974, United States DESCRIPTION: Lead, guide and direct strategy.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Lyle Glider'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

July 11, 2016 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

RIA

CRD#: 281285

Warminster, PA

Current

April 6, 2016 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 1150 1st Avenue, Ste 1020, King Of Prussia, PA 19406

CRD#: 173962

King Of Prussia, PA

Past

July 19, 2004 - November 9, 2007

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

DOYLESTOWN, PA

Past

February 28, 2003 - February 20, 2004

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

August 7, 2002 - November 1, 2002

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

February 5, 1997 - November 15, 2001

AFD, INC.

CRD#: 34047

NORTHBROOK, IL

Past

March 2, 1992 - June 20, 1996

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

November 25, 1988 - October 7, 1991

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

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

IAR

Pennsylvania
(7/11/2016)

Pennsylvania
(10/7/2016)

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

IAR

Series 66

Date: 10/7/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/1/1992

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: 4/6/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/22/1988

Investment Company Products/Variable Contracts Representative 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bruce L. Glider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Lyle Glider's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

SECURIAN FINANCIAL SERVICES, INC.

NATIONAL PLANNING CORPORATION

AFD, INC.

DIRECTED SERVICES LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2016

Series 63

Date: 6/1/1992

SIE

Date: 10/1/2018

Series 7

Date: 4/6/2016

Series 6

Date: 11/22/1988

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

Similar Advisors