Larry E. Mcbee
Professional summary
Larry Eugene Mcbee, who also goes by Larry Mcbee, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Lake Ozark, Missouri and BANKERS LIFE SECURITIES, INC. located in Lake Ozark, Missouri.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Larry has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Larry Eugene Mcbee's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 20, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 754 Bagnell Dam Blvd #754-b, Lake Ozark, MO 65049March 23, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 754 Bagnell Dam Blvd #754-b, Lake Ozark, MO 65049Primary 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
(5/20/2017)
(9/20/2019)
(4/1/2024)
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
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