PE
Pouran Esrafily
BANKERS LIFE ADVISORY SERVICES
Allentown, PA 18104
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CRD#: 7495105
PE
Professional summary
Pouran Esrafily is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Allentown, Pennsylvania.
Pouran is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Pouran has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Position: Insurance Agent Nature: Medicare Supplements, Nursing home care coverage, Life insurance, non qualified cash fixed annuities. Investment Related: No Hours: 120 Securities Trading Hours: 120 Start Date: 11/30/2018 Address: 5000 W. Tilghman Street, Suite 310, Allentown PA 18104, 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.
CRS (Client Relationship Summary) - RIA
Click below to view Pouran Esrafily'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
February 18, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 5000 Tilghman St Ste 310, Allentown, PA 18104RIA
CRD#: 281285
Allentown, PA
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
Pennsylvania(2/18/2022)
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#: 281285Allentown, PA 18104TRUST BUT VERIFY
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