Roberts E. Mckeldin
Professional Summary
Roberts E. Mckeldin, who also goes by Roberts E. Mckeldin Mr., Roberts Mckeldin, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Dover, Delaware and BANKERS LIFE SECURITIES, INC. located in Dover, Delaware. Roberts is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Roberts has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Roberts E. Mckeldin Mr., Roberts Mckeldin
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
Contact Information
Main Address
303 E. Wacker Drive Ste 500, Chicago, IL 60601Phone Number
(844) 553-9083# of Employees
433SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
18,608AUM (Assets Under Management)
$2,487,262,961Similar Advisors
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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.
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Primary Firm SEC Registration
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
State Registrations and Notice Filings
(8/27/2018)
(5/26/2016)
(11/21/2016)
(5/26/2016)
(7/18/2024)
(10/21/2024)
(10/21/2024)
(1/27/2020)
(6/27/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2006About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Roberts E. Mckeldin's CRS (Customer Relationship Summary).
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