MD
Mark L. Deview
BANKERS LIFE ADVISORY SERVICES
Greensboro, NC 27401
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CRD#: 6937999
MD
Professional summary
Mark Lynn Deview, who also goes by Mark Deview, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Greensboro, North Carolina and BANKERS LIFE SECURITIES, INC. located in Greensboro, North Carolina.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Mark has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Deview
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 POSITION: Unit Field Trainer NATURE: Provide insurance and financial planning solutions to clients and prospect. Be informative, provide high service levels. Train, guide and lead individuals to develop into high quality agents. Present insurance, financial, and industry information to fully inform people I meet and win their trust. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2017 ADDRESS: 400 Bellemeade st, STE 501,, Greensboro NC 27401, 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 Mark Lynn Deview'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 27, 2021 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 400 Bellemeade Street Ste 501, Greensboro, NC 27401RIA
CRD#: 281285
Greensboro, NC
Current
October 9, 2020 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 400 Bellemeade Street Ste 501, Greensboro, NC 27401BD
CRD#: 173962
Greensboro, 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
North Carolina(1/27/2021)
IAR
North Carolina(1/27/2021)
RR
Virginia(9/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/5/2020
General Securities Representative ExaminationGeneral 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#: 281285Greensboro, NC 27401TRUST BUT VERIFY
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