Ira L. Taylor
Professional summary
Ira Lee Taylor, who also goes by Ira Taylor, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Huntsville, Alabama and BANKERS LIFE SECURITIES, INC. located in Huntsville, Alabama.
Ira is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Ira has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ira Lee Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 24, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 4890 University Square Ste 2a, Huntsville, AL 35816May 7, 2019 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 4890 University Square, Ste 2a, Huntsville, AL 35816Primary 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
(7/24/2019)
(7/24/2019)
(2/27/2025)
(12/6/2024)
(5/13/2020)
(7/8/2024)
(6/12/2025)
(2/21/2024)
Exams
Series 7TO
Date: 5/7/2019
General Securities Representative ExaminationFINRA
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
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