AW
Alonte R. White-davis
BANKERS LIFE ADVISORY SERVICES
Grand Rapids, MI 49525
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CRD#: 6915132
AW
Professional summary
Alonte Rashon White-davis, who also goes by Alonte White-davis, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Grand Rapids, Michigan and BANKERS LIFE SECURITIES, INC. located in Grand Rapids, Michigan.
Alonte is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Alonte has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alonte White-Davis
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, INC POSITION: Unit Field Trainer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/20/2016 ADDRESS: 3350 Eagle Park Dr NE Suite 104, Grand Rapids MI 49525, 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. VANTAGE POINT ASSOCIATION POSITION: Treasurer NATURE: Condo Association ; Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2025 ADDRESS: 16069 Outback Dr, Cedar Springs MI 49319, United States DESCRIPTION: Manage condo association funds, collect association dues, file association taxes, and manage association bills (insurance, road maintenance costs, snow plowing). This person also has the responsibility of drafting documents for late payments or putting liens on owner's homes that do not pay dues in a timely manner.
CRS (Client Relationship Summary) - RIA
Click below to view Alonte Rashon White-davis'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
January 5, 2021 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3350 Eagle Park Drive Ste 104, Grand Rapids, MI 49525RIA
CRD#: 281285
Grand Rapids, MI
Current
April 5, 2018 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3350 Eagle Park Drive Suite 104, Grand Rapids, MI 49525BD
CRD#: 173962
Grand Rapids, MI
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
Alabama(10/1/2024)
RR
California(4/11/2024)
RR
Florida(1/31/2024)
RR
Georgia(6/13/2024)
IAR
Georgia(6/17/2024)
RR
Michigan(5/8/2018)
IAR
Michigan(1/5/2021)
RR
Ohio(8/8/2024)
RR
Pennsylvania(7/3/2024)
RR
South Carolina(6/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/9/2025
General Securities 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#: 281285Grand Rapids, MI 49525TRUST BUT VERIFY
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