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BB

Brian A. Bailey

EVERLAKE DISTRIBUTORS
Lincoln, NE 68508
Some features on this profile are disabled
CRD#: 6031015
BB

Professional summary

Brian Anthony Bailey is a registered financial professional currently at EVERLAKE DISTRIBUTORS, LLC located in Lincoln, Nebraska.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2012. Brian has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian Anthony Bailey'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®
None

Experience

Current

August 18, 2021 - Present

EVERLAKE DISTRIBUTORS, LLC

Office #1: 115 Canopy Street Suite 401, Lincoln, NE 68508
BD
CRD#: 100460
Lincoln, NE
Past

June 15, 2017 - November 3, 2021

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Lincoln, NE
Past

October 15, 2014 - June 14, 2017

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

May 15, 2012 - June 12, 2017

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
LINCOLN, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(8/20/2021)
RR
Arkansas
(8/20/2021)
RR
Connecticut
(5/12/2023)
RR
District of Columbia
(8/20/2021)
RR
Florida
(8/20/2021)
RR
Illinois
(8/20/2021)
RR
Maine
(8/20/2021)
RR
Maryland
(8/20/2021)
RR
Minnesota
(8/20/2021)
RR
Missouri
(8/20/2021)
RR
Nebraska
(8/18/2021)
RR
New Hampshire
(8/20/2021)
RR
New Jersey
(4/8/2025)
RR
Oregon
(8/20/2021)
RR
South Dakota
(8/20/2021)
RR
Vermont
(8/20/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 8/24/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/14/2012
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/8/2017
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

ED
EVERLAKE DISTRIBUTORS, LLC
ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460 / SEC#: , 8-52029

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Mailing Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Phone number
(847) 665-9930
Established
Delaware since 03/05/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EVERLAKE LIFE INSURANCE COMPANYPARENT OF BROKER/DEALER
FONTANA, ANGELA KAYMANAGER6503740
HARRIGAN, JULIE ANNTREASURER, CONTROLLER AND FINOP7159150
JENESKE, PATRICK JOSEPHCHIEF COMPLIANCE OFFICER4293015
KENNEDY, REBECCA DIANEPRESIDENT AND MANAGER7364296
KIRCHHOFF, THERESE MARIEAML OFFICER4548686
LARGEY, TYLER EARL BAXTERCHAIRMAN OF THE BOARD AND MANAGER7470407

Red Flags

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.

Company Information

EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460Lincoln, NE 68508

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