MW
Michelle L. Washington
BANKERS LIFE ADVISORY SERVICES
CHANTILLY, VA 20151
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CRD#: 6185782
MW
Professional summary
Michelle L Washington, who also goes by Shell Lynnette Washington, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Chantilly, Virginia and BANKERS LIFE SECURITIES, INC. located in Chantilly, Virginia.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Michelle has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shell Lynnette Washington
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 POSITION: Unit Supervisor NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/05/2007 ADDRESS: 4501 Singer Ct, #160, Chantilly VA 20151, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. MLWS LLC POSITION: Owner NATURE: LLC Established for Tax purposes only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/15/2021 ADDRESS: 1126 Huntmaster Ter NE, Unit 302, Leesburg VA 20176, United States DESCRIPTION: LLC established for tax purposes only
CRS (Client Relationship Summary) - RIA
Click below to view Michelle L Washington'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
August 10, 2020 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 4501 Singer Court Suite 160 Suite 160, Chantilly, VA 20151RIA
CRD#: 281285
CHANTILLY, VA
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 4501 Singer Court Suite 160, Chantilly, VA 20151BD
CRD#: 173962
Chantilly, VA
Past
December 4, 2014 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
CHANTILLY, VA
Past
October 14, 2013 - October 28, 2013
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
CHANTILLY, VA
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
Delaware(4/28/2022)
RR
District of Columbia(5/26/2016)
RR
Florida(9/24/2024)
RR
Maryland(5/26/2016)
RR
North Carolina(4/7/2021)
RR
Pennsylvania(3/6/2025)
RR
South Carolina(4/13/2021)
RR
Texas(6/18/2018)
RR
Utah(10/26/2022)
RR
Virginia(5/26/2016)
IAR
Virginia(8/10/2020)
RR
West Virginia(5/10/2021)
RR
Wisconsin(3/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/27/2023
General Securities Representative ExaminationGeneral 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#: 281285Chantilly, VA 20151TRUST BUT VERIFY
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