RB
Rolland W. Blair
BANKERS LIFE ADVISORY SERVICES
Lexington, KY 40509
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CRD#: 6063004
RB
Professional summary
Rolland Winston Blair III, who also goes by Rolland W Blair, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Lexington, Kentucky and BANKERS LIFE SECURITIES, INC. located in Lexington, Kentucky.
Rolland is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Rolland has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rolland W Blair
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: Unit Field Trainer NATURE: Life, annuity and health insurance sales.? INVESTMENT RELATED: No NUMBER OF HOURS: 320 SECURITIES TRADING HOURS: 280 START DATE: 01/04/2008 ADDRESS: 2480 Fortune Dr. Suite 130, Lexington KY 40509, United States DESCRIPTION: Recruit and train insurance agents. 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. BLAIR FARM POSITION: Owner NATURE: Logging, tree planting and new field developing. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 3930 KY Hwy 213, Jeffersonville KY 40337, United States DESCRIPTION: Farm Owner. Logging and tree planting.
CRS (Client Relationship Summary) - RIA
Click below to view Rolland Winston Blair III'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
October 1, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 2480 Fortune Drive Suite 130, Lexington, KY 40509RIA
CRD#: 281285
Lexington, KY
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 2480 Fortune Dr Suite 130, Lexington, KY 40509BD
CRD#: 173962
Lexington, KY
Past
September 10, 2012 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
LEXINGTON, KY
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
Florida(10/7/2021)
RR
Idaho(1/14/2021)
RR
Indiana(1/14/2021)
RR
Kentucky(5/26/2016)
IAR
Kentucky(10/1/2019)
RR
North Carolina(2/2/2022)
RR
South Carolina(6/20/2022)
RR
Texas(5/3/2021)
RR
Washington(11/26/2018)
RR
West Virginia(5/26/2016)
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.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Lexington, KY 40509TRUST BUT VERIFY
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