BL
Brittnei M. Larue
BANKERS LIFE ADVISORY SERVICES
Greensboro, NC 27401
Some features on this profile are disabled
CRD#: 7393199
BL
Professional summary
Brittnei Mary Magdalene Larue, who also goes by Brittnei Lynn Washington, Brittnei Lynn Wilkins, 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.
Brittnei is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Brittnei has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brittnei Lynn Washington | Brittnei Lynn Wilkins
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: Agent NATURE: Selling insurance products: long term care, Medicare supplement and Medicare advantage plans, life insurance and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 120 START DATE: 08/20/2020 ADDRESS: 400 Bellemeade Street Suite 501, Greensboro NC 27401, United States DESCRIPTION: 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. NEW HANOVER COUNTY NAACP POSITION: Chairperson of the Communications Committee NATURE: Advocating social inclusion by advancing policies and practices that expand human and civil rights, eliminate discrimination, and accelerate the well-being, education, and economic security of Black people and all persons of color. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2025 ADDRESS: P.O. Box 2199, Wilmington NC 28402, United States DESCRIPTION: Coordinating external communications, managing social media, and ensuring the public is informed about NAACP activities. NEW HANOVER COUNTY SCHOOLS POSITION: School Board Member NATURE: New Hanover County School Board members are responsible for setting policies and making decisions that govern the local public school system. They act as a link between the community and the school district, representing the interests of all students and families within the district. Their key duties include adopting a vision and goals for the district, developing and monitoring policies, ensuring progress and accountability, and advocating for students INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 6 START DATE: 11/01/2025 ADDRESS: 1805 S. 13th Street, Wilmington NC 28401, United States DESCRIPTION: This OBA is a request to run for School Board in 2026. To run for School Board, the following requirements must be met and to serve as an elected member of the board. Eligibility Requirements: Citizenship: Members must be citizens of the United States. Residency: They must reside within the boundaries of New Hanover County. Taxpayer Status: They must be resident taxpayers of the district. State Residency: They must have resided in North Carolina for at least one year preceding their election. Age: Members must be at least 24 years old. Voter Registration: Members must be registered voters in the district. Other Important Considerations:Term Length: Members serve a three-year term. Compensation: Board members serve without compensation. However board members do receive a stipend of about $962 per month and $291 for travel expenses once elected. No Contracts with the District: They cannot hold a contract with or claim against the school district. No Competing Political Party Affiliation: In partisan elections, candidates must be affiliated with the same political party for at least 90 days prior to filing their notice of candidacy, according to the New Hanover County Board of Elections. Filing for Office: Candidates must sign their Notice of Candidacy in the presence of the Chairman or Executive Director of the State or New Hanover County Board of Elections, or have their signature acknowledged and certified by an officer authorized to administer oaths (including a notary). Reading and Writing Proficiency: Candidates must be able to read and write.
CRS (Client Relationship Summary) - RIA
Click below to view Brittnei Mary Magdalene Larue'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 19, 2021 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 400 Bellemeade Street Ste 501, Greensboro, NC 27401RIA
CRD#: 281285
Greensboro, NC
Current
July 26, 2021 - 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
Georgia(4/3/2025)
RR
Maryland(12/12/2024)
RR
New York(9/13/2021)
RR
North Carolina(8/19/2021)
IAR
North Carolina(8/19/2021)
RR
Pennsylvania(8/9/2023)
RR
Virginia(5/24/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/24/2021
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Greensboro, NC 27401TRUST BUT VERIFY
Monitor Brittnei Larue
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
