CB
Christopher L. Boyd
BANKERS LIFE ADVISORY SERVICES
Evansville, IN 47715
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CRD#: 6731445
CB
Professional summary
Christopher Lynn Boyd, who also goes by Christopher Boyd, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Evansville, Indiana and BANKERS LIFE SECURITIES, INC. located in Evansville, Indiana.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Christopher 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
Christopher Boyd
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 POSITION: Insurance Agent NATURE: Insurance sales agent INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/07/2012 ADDRESS: 3231 N. Green River Road,, Suite 310, Evansville IN 47715, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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. SGT JOHN MILLS USMC SCHOLARSHIP, INC POSITION: Trustee NATURE: The organization can receive tax deductible contributions which will be awarded to students who are applying for the scholarship for higher learning. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2024 ADDRESS: SGT John Mills Scholarship INC, PO Box 6581, Evansville IN 47719, United States DESCRIPTION: Trustee: to assist in reviewing and collecting scholarship applications, voting on recommendations of executive leadership, and assist as requested.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lynn Boyd'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
July 6, 2018 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3231 N Green River Road Ste 310, Evansville, IN 47715RIA
CRD#: 281285
Evansville, IN
Current
September 26, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3231 N Green River Road Suite 310, Evansville, IN 47715BD
CRD#: 173962
Evansville, IN
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
Indiana(10/18/2017)
IAR
Indiana(2/15/2022)
RR
Kentucky(10/18/2017)
IAR
Kentucky(7/6/2018)
RR
Pennsylvania(10/18/2017)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Evansville, IN 47715TRUST BUT VERIFY
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