Andrew W. Mcquillan
Professional summary
Andrew William Mcquillan, who also goes by Andrew Mcquillan, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Roanoke, Virginia and BANKERS LIFE SECURITIES, INC. located in Roanoke, Virginia.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Andrew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew William Mcquillan's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 26, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 5115 Bernard Drive Ste 305, Roanoke, VA 24018June 6, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 5115 Bernard Drive Ste 305, Roanoke, VA 24018Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/26/2022)
(7/26/2022)
(7/26/2022)
(7/26/2022)
Exams
Series 7TO
Date: 6/6/2022
General Securities Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
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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