ML
Margaret J. Lane
BANKERS LIFE ADVISORY SERVICES
CHARLOTTE, NC 28277
Some features on this profile are disabled
CRD#: 7740806
ML
Professional summary
Margaret Jacobsen Lane, who also goes by Margaret Rose Jacobsen, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Charlotte, North Carolina and BANKERS LIFE SECURITIES, INC. located in Charlotte, North Carolina.
Margaret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Margaret has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Margaret Rose Jacobsen
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.
BANKER LIFE POSITION: Agent NATURE: Insurance for the life of your retirement. Includes Medicare supplement, long term care, life insurance, and annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/16/2020 ADDRESS: 10706 Sikes Place #300, Charlotte NC 28277, 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. ANDREW J LANE TRUST POSITION: Trustee NATURE: Trustee of an inherited trust created upon the death of Mildred K Lane. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/09/2013 ADDRESS: 27336 Arlington Dr, Southfield MI 48076, United States DESCRIPTION: To hold, invest, reinvest and distribute trust funds FBO Andrew Lane. Distributions may be made to provide for the health, comfort, support, and maintenance of Andrew Lane. HENRIETTA JACOBSEN POSITION: Durable POA NATURE: I am the durable POA for my mother, Henrietta Jacobsen, who resides at Sun Valley Assisted Living in Clintonville, WI. Currently Henrietta owns no real estate and has no investments. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/05/2022 ADDRESS: 76 Greentree Rd, Rm 13, Clintonville WI 54929, United States DESCRIPTION: Conduct Banking, Endorse Checks, Access Safety Deposit Box (N/A), Pay Debts, Settle Claims, Manage Real Estate (N/A), Sell or Purchase Personal Property, Invest (N/A), Retain Cash, Social Security Representative, General Grant of Power EVANGELICAL LUTHERAN CHURCH OF THE RESURRECTION POSITION: Executive Administrator / Chair Church Council NATURE: Religious organization dedicated to sharing the gospel and growing to be more like Jesus. INVESTMENT RELATED: No NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 100 START DATE: 07/08/2024 ADDRESS: 2940 Commonwealth Ave., Charlotte NC 28205, United States DESCRIPTION: Responsible for the operations of the church and it's rental properties. Negotiate and manage all supplier contracts, review and approve spending, and manage project for the church. As Chair of the council Ipreside over meetings of the congregation and of the council reviewing the operations of the church and seeking approval when necessary.
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Jacobsen Lane'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 20, 2023 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 10706 Sikes Place Suite 300, Charlotte, NC 28277RIA
CRD#: 281285
CHARLOTTE, NC
Current
July 19, 2023 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 10706 Sikes Place Suite 300, Charlotte, NC 28277BD
CRD#: 173962
Charlotte, NC
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
North Carolina(10/20/2023)
IAR
North Carolina(10/20/2023)
RR
South Carolina(1/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2023
General Securities 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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