Hammish M. Philip
BANKERS LIFE ADVISORY SERVICES
WEST PALM BEACH, FL 33406
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CRD#: 6355837
Professional summary
Hammish Marvin Philip, CFP® is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in West Palm Beach, Florida and BANKERS LIFE SECURITIES, INC. located in West Palm Beach, Florida.
Hammish is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Hammish has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
BANKERS LIFE AND CASUALTY COMPANY POSITION: Insurance Sales Agent NATURE: Personal Insurance (LIFE, HEALTH AND ANNUITY) INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: 1601 Belvedere Rd, 301 South, W. Palm Beach FL 33406, United States DESCRIPTION: Solicit, fact find and sell insurance related products such as life, health and annuities. Medicare supplements are order through Colonial Penn Life Insurance Company. SUNSHINE INVESTMENT AND INSURANCE SERVICES, LLC POSITION: Owner NATURE: Insurance/Financial Services as an independent contractor for BLC/CPL and BLS/BLAS. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 131 Rudder Cay Way, Jupiter FL 33458, United States DESCRIPTION: Created this S-Corporation in 1-1-14 as a pass through entity for tax liability purposes as an independent contractor with Bankers Life and Casualty Company. The core purpose of the entity is to manage the income and expenses as an insurance agent with BLC and a FA/IAR with Bankers Life Securities Inc. and Bankers Life Advisory Services Inc. PHILIP HOLDINGS, LLC POSITION: Managing Partner/Owner NATURE: Philip Holdings, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/12/2021 ADDRESS: 131 RUDDER CAY WAY, Jupiter FL 33458, United States DESCRIPTION: Created an LLC o hold title to one of my rental real estate property located at 6190 Lauderdale St, Jupiter FL 33458 FARMING POSITION: Owner NATURE: Agricultural and farming related enterprise. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: Au Tabor, Anse La Raye, Castries UM 00000, United States DESCRIPTION: Grow and cultivate fruits and vegetables on a 5 acre farm in St Lucia. Property is joint owned with my wife. Fruits, vegetables and cattle are harvested nd sold locally primarily for domestic consumption. AIR B&B POSITION: Owner NATURE: Touristic accommodation including taxi/tour/shuttle services in Caribbean Island of St Lucia at my vacation residence, INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: Au Tabor, Anse La Raye UM 00000, United States DESCRIPTION: Offer accommodation and taxi/tour/shuttle services to guests at private vacation residence in Caribbean island of St Lucia.
CRS (Client Relationship Summary) - RIA
Click below to view Hammish Marvin Philip'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®
CFP®
Start date: 2016
Experience
Current
August 16, 2016 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1601 Belvedere Road Ste 301 South, West Palm Beach, FL 33406RIA
CRD#: 281285
WEST PALM BEACH, FL
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1601 Forum Place Suites 300 & 301, West Palm Beach, FL 33401BD
CRD#: 173962
WEST PALM BEACH, FL
Past
October 22, 2015 - May 27, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
WEST PALM BEACH, FL
Past
July 25, 2014 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
WEST PALM BEACH, FL
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
Alabama(1/8/2025)
RR
California(1/8/2025)
RR
Connecticut(3/1/2023)
RR
Florida(5/31/2016)
IAR
Florida(8/16/2016)
RR
Georgia(1/8/2025)
RR
Illinois(1/8/2025)
RR
Indiana(1/8/2025)
RR
Maryland(5/1/2023)
RR
Massachusetts(3/5/2024)
RR
Michigan(1/8/2025)
RR
Mississippi(1/8/2025)
RR
New Jersey(1/8/2025)
RR
New York(5/26/2016)
RR
North Carolina(1/8/2025)
IAR
Pennsylvania(6/7/2024)
RR
Pennsylvania(1/8/2025)
RR
Tennessee(11/30/2021)
RR
Washington(1/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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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