DT
David W. Taylor
BANKERS LIFE ADVISORY SERVICES
SPRINGFIELD, MO 65807
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CRD#: 7100199
DT
David William TaylorBANKERS LIFE ADVISORY SERVICES
Professional summary
David William Taylor, who also goes by David Taylor, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Springfield, Missouri and BANKERS LIFE SECURITIES, INC. located in Springfield, Missouri.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. David has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Aliases
David Taylor
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.
Insurance Agent: 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. SHUTTERSTOCK POSITION: Freelance Stock Photographer NATURE: Stock photography INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2003 ADDRESS: 350 Fifth Avenue, 21st Floor, New York City NY 10118, United States DESCRIPTION: I can submit stock photography for others to download. These photos may be used for any purpose. I earn royalties when the photos are downloaded. TAYLOR FAMILY BUSINESS LLC POSITION: Member NATURE: Insurance business conducted through Bankers Life & Casualty. Business support and administration. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/01/2026 ADDRESS: 3153 West Morningside Street, Springfield MO 65807, United States DESCRIPTION: To provide business administration, insurance-related support, office management, payroll, bookkeeping, and related lawful businessservices, and to conduct any other lawful business for which a limited liability company may be organized under Missouri law. The sole member of this LLC will be David William Taylor, an appointee of Bankers Life & Casualty. Insurance business will be conducted only through Bankers Life & Casualty.
CRS (Client Relationship Summary) - RIA
Click below to view David William Taylor'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
July 14, 2020 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1341 W. Battlefield Road, Suite 230, Springfield, MO 65807RIA
CRD#: 281285
SPRINGFIELD, MO
Current
April 26, 2019 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1341 W. Battlefield Road, Suite 230, Springfield, MO 65807BD
CRD#: 173962
SPRINGFIELD, MO
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
Arizona(2/5/2026)
RR
Arkansas(4/9/2020)
IAR
Arkansas(7/8/2025)
RR
Iowa(2/4/2026)
RR
Kansas(4/9/2020)
IAR
Kansas(6/20/2025)
RR
Missouri(5/14/2019)
IAR
Missouri(7/14/2020)
RR
Nevada(11/2/2022)
RR
Texas(2/28/2024)
RR
Virginia(3/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/6/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 4/26/2019
Investment Company Products/Variable Contracts 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)Loading...
Contact information
Main Address
303 E. Wacker Drive Ste 500, 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#: 281285Springfield, MO 65807TRUST BUT VERIFY
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