Malinda A. Choate
Professional summary
Malinda Ann Choate, who also goes by Lin Choate, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Ann Arbor, Michigan and BANKERS LIFE SECURITIES, INC. located in Ann Arbor, Michigan.
Malinda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Malinda has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Malinda Ann Choate's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 17, 2021 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 2411 Oak Valley Drive Suite 500, Ann Arbor, MI 48103January 1, 2021 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 2411 Oak Valley Drive Suite 500, Ann Arbor, MI 48103May 2, 2001 - March 27, 2008
FIFTH THIRD SECURITIES, INC.
July 23, 1999 - May 2, 2001
OLD KENT FINANCIAL ADVISORS
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
(5/17/2021)
(5/21/2021)
(4/14/2025)
(4/14/2025)
(5/15/2025)
Exams
Series 7TO
Date: 12/30/2020
General Securities Representative ExaminationFINRA
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.
