Crystal L. Demoss
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.
Crystal L Demoss, who also goes by Crystal Lynn Davenport, Crystal Lynn Demoss, was a registered financial professional .
Crystal is a previously registered financial professional and started their career in finance in 1999. Crystal had worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 27, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 30, 2019 - January 13, 2020
BANKERS LIFE ADVISORY SERVICES, INC.
August 29, 2019 - January 13, 2020
BANKERS LIFE SECURITIES, INC.
May 16, 2005 - May 29, 2019
AMERITAS INVESTMENT COMPANY, LLC
September 24, 2003 - October 31, 2003
THE ADVISORS GROUP, INC.
June 2, 1999 - May 29, 2019
AMERITAS INVESTMENT COMPANY, LLC
January 13, 1999 - May 27, 1999
LPL FINANCIAL 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
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
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.
