Katelyn A. Woodall
Professional summary
Katelyn Amanda Woodall, who also goes by Katelyn Woodall, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Warwick, Rhode Island and BANKERS LIFE SECURITIES, INC. located in Warwick, Rhode Island.
Katelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Katelyn 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 Katelyn Amanda Woodall's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 14, 2024 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 475 Kilvert Street Suite 210, Warwick, RI 02886March 19, 2018 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 475 Kilvert Street Suite 210, Warwick, RI 02886Primary 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
(2/28/2023)
(6/18/2018)
(5/21/2024)
(6/6/2018)
(6/14/2024)
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Warwick, RI 02886TRUST BUT VERIFY
Monitor Katelyn Woodall
Get automatic monthly alerts on:
