Michael A. Collins
BANKERS LIFE ADVISORY SERVICES
Buford, GA 30518
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CRD#: 5608585
Professional summary
Michael Anthony Collins, CFP®, who also goes by M. Tony Collins, Tony Collins, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Buford, Georgia and BANKERS LIFE SECURITIES, INC. located in Buford, Georgia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Michael 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
M. Tony Collins | Tony Collins
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 NATURE: INSURANCE INVESTMENT RELATED: NO HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 11/01/2009 ADDRESS: Buford, GA DESCRIPTION: WORKS WITH NEW AGENTS AND ADVISE CLIENTS ON FINANCIAL MATTERS. PROTECTIVE LIFE POSITION: INSURANCE REPRESENTATIVE NATURE: LIFE INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 06/01/2010 ADDRESS: 2801 HWY 280 SOUTH, BIRMINGHAM AL 35223 DESCRIPTION: UTILIZE THE SECOND TO DIE LIFE INSURANCE POLICIES AS A LEGACY PLANNING TOOL FOR HIGH NET WORTH CLIENTS. RENEWALS ON A PREVIOUS YEAR POLICY.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Anthony Collins'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®
CFP®
Start date: 2012
Experience
Current
February 16, 2017 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 22 Buford Village Way Ste 200, Buford, GA 30518RIA
CRD#: 281285
Buford, GA
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 22 Buford Village Way Ste 200, Buford, GA 30518BD
CRD#: 173962
Buford, GA
Past
May 24, 2012 - May 27, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
ATLANTA, GA
Past
May 18, 2010 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
ATLANTA, GA
Past
January 1, 2009 - November 20, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
ATLANTA, GA
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(1/8/2025)
RR
Arkansas(1/8/2025)
RR
Connecticut(1/8/2025)
RR
Delaware(1/8/2025)
RR
Florida(5/27/2016)
RR
Georgia(5/26/2016)
IAR
Georgia(2/16/2017)
RR
Illinois(6/26/2018)
RR
Indiana(6/28/2018)
RR
Iowa(6/26/2018)
RR
Kentucky(6/26/2018)
RR
Louisiana(5/26/2016)
RR
Massachusetts(5/17/2023)
RR
Michigan(6/30/2021)
RR
Mississippi(6/26/2018)
RR
Missouri(1/8/2025)
RR
New Hampshire(1/8/2025)
RR
New York(1/8/2025)
RR
North Carolina(8/16/2022)
RR
Ohio(11/2/2021)
RR
Pennsylvania(1/8/2025)
RR
Rhode Island(1/8/2025)
RR
South Carolina(6/26/2018)
RR
South Dakota(8/13/2024)
RR
Tennessee(12/21/2018)
RR
Texas(1/8/2025)
RR
Virginia(1/8/2025)
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
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.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Buford, GA 30518TRUST BUT VERIFY
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