Jeffery L. Kee
Professional summary
Jeffery Lynn Kee, who also goes by Jeff Lynn Kee, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Greensboro, North Carolina and BANKERS LIFE SECURITIES, INC. located in Greensboro, North Carolina.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jeffery has worked at 3 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 Jeffery Lynn Kee's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 400 Bellemeade Street Ste 501, Greensboro, NC 27401May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 400 Bellemeade Street Ste 501, Greensboro, NC 27401April 25, 2012 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
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
(1/5/2023)
(5/26/2016)
(9/9/2022)
(5/26/2016)
(6/16/2021)
(5/26/2016)
Exams
Series 7TO
Date: 7/14/2022
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
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Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Greensboro, NC 27401TRUST BUT VERIFY
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