Latosha L. Young
Professional summary
Latosha Lynn Young, who also goes by Latosha Young, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Westerville, Ohio and BANKERS LIFE SECURITIES, INC. located in Westerville, Ohio.
Latosha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Latosha has worked at 3 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 Latosha Lynn Young's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 570 Polaris Pkwy Ste 100, Westerville, OH 43082October 23, 2024 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 570 Polaris Pkwy Ste 100, Westerville, OH 43082April 17, 2023 - August 28, 2023
PRUCO SECURITIES, LLC.
Primary 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
(2/25/2025)
(2/25/2025)
Exams
Series 7TO
Date: 4/17/2023
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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