PG
Paul M. Gormanson
BANKERS LIFE ADVISORY SERVICES
Pensacola, FL 32504
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CRD#: 7411684
PG
Professional summary
Paul Michael Gormanson, who also goes by Paul M Gormanson, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Pensacola, Florida and BANKERS LIFE SECURITIES, INC. located in Pensacola, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Paul has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul M Gormanson
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.
BLC POSITION: Unit Sales Manager NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2011 ADDRESS: 183 S Coit St - Ste D, Florence SC 29501, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. AWEBIDEA (EBAY SELLER) POSITION: Owner NATURE: Retail - Vacation Rental of Timeshare Reservations INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 3093 Brandon Woods Rd, Florence SC 29505, United States DESCRIPTION: Utilize my eBay selling account if & when I have weeks booked with my Wyndham Vacation Club ownership and find that plans have changed and I won't be able to utilize them.Have previously sold other items on eBay as well, such as extra Beannie Babies from my daughter's collection, but have not done so in many years.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Michael Gormanson'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
October 10, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 5016 Grande Dr, Ste 207, Pensacola, FL 32504RIA
CRD#: 281285
Pensacola, FL
Current
August 20, 2021 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 5016 Grande Dr Suite 207, Pensacola, FL 32504BD
CRD#: 173962
Pensacola, FL
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
Alabama(6/13/2024)
IAR
Alabama(6/13/2024)
RR
Florida(6/13/2024)
IAR
Florida(6/21/2024)
RR
South Carolina(10/18/2021)
IAR
South Carolina(10/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/9/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 8/20/2021
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)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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Check for any disclosures as part of your thorough research when choosing an advisor.
