RF
Robin O. Faris
BANKERS LIFE ADVISORY SERVICES
Bridgeport, WV 26330
Some features on this profile are disabled
CRD#: 5502364
RF
Professional summary
Robin Orr Faris, who also goes by Robin Orr Davis, Robin Davis, Robin Faris Makins, Robin Orr Makins, Robin Sue Makins, Robin Makins, Robin Sue Orr, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Bridgeport, West Virginia and BANKERS LIFE SECURITIES, INC. located in Bridgeport, West Virginia.
Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robin Orr Davis | Robin Davis | Robin Faris Makins | Robin Orr Makins | Robin Sue Makins | Robin Makins | Robin Sue Orr
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 and Casualty POSITION: INSURANCE AGENT NATURE: sales involving fixed product annuities and life insurance. INVESTMENT RELATED: NO NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2004 DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. IMPOSSIBLE TOWN/UNIVERSE CREATIVE POSITION: Capital Campaign Chair NATURE: Production of documentary "Impossible Town" needs WV money backing to finish the production. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2022 ADDRESS: 4433 Clayton Ave, Los Angeles CA 90027, United States DESCRIPTION: I will be raising $100,000 for Universe Creative from WV residents and natives to complete the production of the film documentary "Impossible Town" MIDDLEVILLE MEADOWS POSITION: Owner NATURE: Turn horses in and out, blankets on blankets off, feed grain and hay and supplements to horses. Call vet and farrier when needed. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2025 ADDRESS: 72 Clemans Rd, Flemington WV 26347, United States DESCRIPTION: Horse boarding 6 stalls. Run the business, collect money, take care of horses.
CRS (Client Relationship Summary) - RIA
Click below to view Robin Orr Faris'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
January 25, 2017 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 600 Market Place Ave Ste 108, Bridgeport, WV 26330RIA
CRD#: 281285
Bridgeport, WV
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 600 Marketplace Ave Ste 108, Bridgeport, WV 26330BD
CRD#: 173962
Bridgeport, WV
Past
September 19, 2010 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
FAIRMONT, WV
Past
March 31, 2008 - April 24, 2009
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
FAIRMONT, WV
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
Ohio(5/26/2016)
RR
Pennsylvania(5/26/2016)
RR
Tennessee(2/12/2024)
RR
Texas(12/18/2023)
RR
West Virginia(5/26/2016)
IAR
West Virginia(1/25/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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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.
