Daniel P. Corey
Professional summary
Daniel Patrick Corey is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Portland, Oregon and BANKERS LIFE SECURITIES, INC. located in Portland, Oregon.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Daniel has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Corey's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 26, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 6135 Ne 80th Ave Unit A5, Portland, OR 97218May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 6135 Ne 80th Ave Unit A5, Portland, OR 97218September 17, 2014 - 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
(4/11/2024)
(8/4/2022)
(8/2/2022)
(9/9/2021)
(9/6/2022)
(4/3/2024)
(8/3/2022)
(5/26/2016)
(2/26/2019)
(8/1/2022)
(9/29/2025)
(5/26/2016)
Exams
FINRA
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
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.
