EH
Eric D. Henry
BANKERS LIFE ADVISORY SERVICES
ASHEVILLE, NC 28806
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CRD#: 6823598
EH
Professional summary
Eric Douglas Henry, who also goes by Eric Henry, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Asheville, North Carolina and BANKERS LIFE SECURITIES, INC. located in Asheville, North Carolina.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Eric has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Henry
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: unit field trainer NATURE: I am licensed in Life, Health, and Medicare/LTC insurance to sell insurance products.I, also, recruit and train new agents in their career with Bankers Life. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/19/2004 ADDRESS: 1200 Ridgefield BLVD, STE 190, Asheville NC 28806, 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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Douglas Henry'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 28, 2017 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1200 Ridgefield Blvd. Suite 190, Asheville, NC 28806RIA
CRD#: 281285
ASHEVILLE, NC
Current
August 18, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1200 Ridgefield Blvd. Suite 190, Asheville, NC 28806BD
CRD#: 173962
Asheville, NC
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
Florida(1/20/2021)
RR
Georgia(1/20/2021)
IAR
North Carolina(9/28/2017)
RR
North Carolina(12/18/2017)
RR
South Carolina(4/11/2022)
RR
Tennessee(1/5/2018)
RR
Virginia(1/5/2018)
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#: 281285Asheville, NC 28806TRUST BUT VERIFY
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