LB
Larry W. Barlow
BANKERS LIFE ADVISORY SERVICES
Tallahassee, FL 32308
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CRD#: 7548385
LB
Professional summary
Larry Wesley Barlow is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Tallahassee, Florida and BANKERS LIFE SECURITIES, INC. located in Tallahassee, Florida.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Larry has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
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 & CASUALTY POSITION: Unit Field Trainer NATURE: Help clients with their insurance and retirement needs by providing educational services and then solving any problems they may identify with appropriate products to eliminate their concerns and meet their needs. INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 140 START DATE: 10/19/2019 ADDRESS: 1500 Mahan Dr. Ste 150, Tallahassee FL 32308, United States DESCRIPTION: Recruit and train insurance 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.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Wesley Barlow'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
April 18, 2024 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 1500 Mahan Dr Ste 150, Tallahassee, FL 32308RIA
CRD#: 281285
Tallahassee, FL
Current
July 11, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 1500 Mahan Dr Ste 150, Tallahassee, FL 32308BD
CRD#: 173962
Tallahassee, 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
IAR
Alabama(11/5/2024)
RR
Florida(9/2/2022)
IAR
Florida(4/18/2024)
RR
Georgia(10/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/9/2022
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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