LM
Larry E. Mcbee
BANKERS LIFE ADVISORY SERVICES
Lake Ozark, MO 65049
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CRD#: 6705587
LM
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
Are you a "fiduciary"?
Yes
Aliases
Larry Mcbee
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 & CASUALTY POSITION: USV NATURE: provide health, life insurance like Medicare supplements, Medicare advantage, long and short term care, term and whole life, universal life, variable contracts and annuity's.? INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 05/02/2011 ADDRESS: 754 Bagnell Dam Blvd., Ste. B, Lake Ozark MO 65049, 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. LARRY AND LINDA MCBEE POSITION: owner NATURE: My wife and I have turned our home into a long term rental and hired a property management company to handle the property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 114 Golf View Dr., Camdenton MO 65020, United States DESCRIPTION: I do not have any requirements placed on me. We have turned our main home into a long term rental. We have hired a property management company to handle everything.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Eugene Mcbee'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 20, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 754 Bagnell Dam Blvd #754-b, Lake Ozark, MO 65049RIA
CRD#: 281285
Lake Ozark, MO
Current
March 23, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 754 Bagnell Dam Blvd #754-b, Lake Ozark, MO 65049BD
CRD#: 173962
Lake Ozark, MO
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
Missouri(5/20/2017)
IAR
Missouri(9/20/2019)
RR
Oklahoma(4/1/2024)
Exams
State Security Law Exam
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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