MD
Michael S. David
BANKERS LIFE ADVISORY SERVICES
Tulsa, OK 74133
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CRD#: 6849540
MD
Professional summary
Michael Scott David, who also goes by Michael S David, Michael David, Mike Scott David, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Tulsa, Oklahoma and BANKERS LIFE SECURITIES, INC. located in Tulsa, Oklahoma.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Michael has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael S David | Michael David | Mike Scott David
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 AGENT POSITION: Unit Sales Supervisor NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2014 ADDRESS: 7633 E 63rd Pl. Suite 100, Tulsa OK 74133, 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. FOUNDATION CHURCH POSITION: Elder NATURE: Religious - church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 7785 SH-97 N, Sapulpa OK 74066, United States DESCRIPTION: Work with the pastors and staff of the church to give guidance and feedback on church matters.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Scott David'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
December 20, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 7633 E 63rd Pl Suite 100, Tulsa, OK 74133RIA
CRD#: 281285
Tulsa, OK
Current
November 29, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 7633 E 63rd Pl Suite 100, Tulsa, OK 74133BD
CRD#: 173962
Tulsa, OK
Past
July 23, 2018 - December 24, 2019
BANKERS LIFE SECURITIES, INC.
BD
CRD#: 173962
TULSA, OK
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
Oklahoma(11/29/2022)
IAR
Oklahoma(12/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/8/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 11/29/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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#: 281285Tulsa, OK 74133TRUST BUT VERIFY
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