AW
Andrew I. Wilson
BANKERS LIFE ADVISORY SERVICES
San Antonio, TX 78230
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CRD#: 5280283
AW
Professional summary
Andrew Ian Wilson, who also goes by Andrew Wilson, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in San Antonio, Texas and BANKERS LIFE SECURITIES, INC. located in San Antonio, Texas.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Andrew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Wilson
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.
BANKERS LIFE & CASUALTY POSITION: Insurance Agent and Unit Sales Manager NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 07/19/1999 ADDRESS: 111 E Wacker Dr, Chicago IL 60601 DESCRIPTION: SALES AND SERVICE OF NON VARIABLE INSURANCE PRODUCTS. RECRUIT, TRAIN AND MANAGE INSURANCE AGENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Ian Wilson's 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®
NoneExperience
Current
April 12, 2018 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 9830 Colonnade Blvd Ste 250, San Antonio, TX 78230RIA
CRD#: 281285
San Antonio, TX
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 9830 Colonnade Blvd Ste 250, San Antonio, TX 78230BD
CRD#: 173962
San Antonio, TX
Past
June 1, 2010 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
SAN ANTONIO, TX
Past
July 30, 2007 - May 21, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
SAN ANTONIO, TX
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".
BL
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.RR
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
RR
Alabama(5/26/2016)
RR
Arizona(3/6/2019)
RR
Arkansas(6/26/2018)
RR
California(5/26/2016)
RR
Colorado(5/26/2016)
RR
Florida(1/8/2021)
RR
Georgia(2/13/2024)
RR
Illinois(1/10/2025)
RR
Indiana(2/6/2017)
RR
Iowa(1/10/2025)
RR
Kansas(5/26/2016)
RR
Louisiana(5/26/2016)
RR
Massachusetts(5/26/2016)
RR
Michigan(1/10/2025)
RR
Minnesota(5/26/2016)
RR
Mississippi(1/10/2025)
RR
Missouri(1/10/2025)
RR
Nevada(5/26/2016)
RR
New Jersey(5/26/2016)
RR
New Mexico(9/21/2017)
RR
New York(5/26/2016)
RR
North Carolina(5/8/2024)
RR
North Dakota(3/29/2017)
RR
Ohio(2/9/2021)
RR
Oklahoma(6/16/2021)
RR
South Carolina(1/10/2025)
RR
South Dakota(1/10/2025)
RR
Texas(5/26/2016)
IAR
Texas(4/12/2018)
RR
Virginia(1/10/2025)
RR
Washington(1/10/2025)
RR
West Virginia(1/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
