Mary L. Hale
Professional summary
Mary Louise Hale, who also goes by Mary Lou Hale, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Brea, California.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Mary has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Louise Hale's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3030 Saturn Street, Suite 206, Brea, CA 92821January 29, 2020 - February 1, 2021
W&S BROKERAGE SERVICES, INC.
February 28, 2018 - January 13, 2020
PRUCO SECURITIES, LLC.
September 21, 1995 - February 8, 1999
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.
Highlighted states indicate IAR registrations
(12/2/2025)
Exams
Current 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
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