CV
Cheryl Vinson
BANKERS LIFE ADVISORY SERVICES
Greensboro, NC 27401
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CRD#: 7234226
CV
Professional summary
Cheryl Vinson, who also goes by Cheryl Annette Purcell, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Greensboro, North Carolina.
Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Cheryl has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cheryl Annette Purcell
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.
Trustee for an Irrevocable Trust for my [REDACTED] aunt in Greensboro NC. The Carolyn K Purcell Irrevocable and Supplemental Trust 5310 Solar Place Greensboro NC 27406. Not investment related. To provide for my aunt should she not have the means to care for herself financially through her social security income received. March 2008. 1-2 hours monthly to issue checks, deposit funds received from rental properties and record transactions then reconcile accounts as well as prepare reports once yearly for the tax preparer and the clerk of the court for Guilford County, NC Business Network International Position: Secretary/Treasury Nature: This is a networking organization. Members of the chapter meet together to educate one another on information about their business/services/products they sell or provide to clients. Members get to know each other and refer clients to each other after a trusting relationship is developed amongst members. There is also training provided on how to be a better prospector, improve communications skills, set attainable goals for your business, and more. These trainings are online and through zoom meetings. Investment Related: No Hours: 8 Securities Trading Hours: 6 Start Date: 10/01/2020 Address: 3859 Battleground Ave, Greensboro NC 27410, United States Description: To schedule chapter members as weekly speakers for chapter meetings. Collect quarterly membership dues, deposit into chapter check account and pay any bills related to the operation of the chapter.
CRS (Client Relationship Summary) - RIA
Click below to view Cheryl Vinson'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
August 31, 2020 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 400 Bellemeade Street Ste 501, Greensboro, NC 27401RIA
CRD#: 281285
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.Highlighted states indicate IAR registrations
IAR
North Carolina(8/31/2020)
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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