RM
Randi R. Marsh
BANKERS LIFE ADVISORY SERVICES
Roseville, CA 95661
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CRD#: 6555297
RM
Professional summary
Randi R Marsh, who also goes by Renee Marsh, Randi Renee Marsh, Randi Renee Reibel, Randi Renee R Reibel, Renee Reibel, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Roseville, California and BANKERS LIFE SECURITIES, INC. located in Roseville, California.
Randi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Randi has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Renee Marsh | Randi Renee Marsh | Randi Renee Reibel | Randi Renee R Reibel | Renee Reibel
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: UFT NATURE: Life insurance company INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 08/16/2022 ADDRESS: 1544 Eureka Rd Ste 150, Roseville CA 95661, 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. The Professional Florist. Not investment related. 3941 Don Julio Blvd, North Highlands CA 95660. Sole proprietor florist. Owner. Start date: 03/05/2021. I spend less than 10 hours a month on the business. The time spent is on the weekends or after my 9 to 5. No hours during trading hours. I help design wedding flowers. INSURABLE INTEREST POSITION: Owner, S-Corp NATURE: This is solely to report 1099 income to the IRS and I only work for BLC, BLAS and BLS. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/14/2023 ADDRESS: 3941 Don Julio Blvd, North Highlands CA 95660, United States DESCRIPTION: This is a S-Corp set up to report 1099 income.
CRS (Client Relationship Summary) - RIA
Click below to view Randi R Marsh'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
September 8, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1544 Eureka Road, Ste 150, Roseville, CA 95661RIA
CRD#: 281285
Roseville, CA
Current
September 8, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1544 Eureka Road, Ste 150, Roseville, CA 95661BD
CRD#: 173962
Roseville, CA
Past
February 23, 2016 - July 6, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SACRAMENTO, CA
Past
December 21, 2015 - July 6, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SACRAMENTO, CA
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
Arizona(4/9/2024)
RR
California(9/8/2022)
IAR
California(9/8/2022)
Exams
State Security Law 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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Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Roseville, CA 95661TRUST BUT VERIFY
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