WC
William B. Chappell
BANKERS LIFE ADVISORY SERVICES
Greensboro, NC 27401
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CRD#: 7882956
WC
Professional summary
William Burton Chappell III, who also goes by Will Chappell, William Burton Chappell, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Greensboro, North Carolina and BANKERS LIFE SECURITIES, INC. located in Greensboro, North Carolina.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. William has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Chappell | William Burton Chappell
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, INC POSITION: Insurance Agent NATURE: BLC allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/02/2022 ADDRESS: 400 Bellemeade St, Suite 501, Greensboro NC 27401, United States DESCRIPTION: Insurance Agent: 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. GUILFORD MERCHANTS ASSOCIATION POSITION: Chair of Risers: Young Professionals Group NATURE: The Guilford Merchants Association is a business membership organization focused on supporting member companies with educational programming, lead generation activities, marketing opportunities, and overall enrichment while serving as a catalyst for community growth and prosperity. GMA is comprised of members throughout the Triad. Although our name suggests that most of our members are in the retail business, we are actually comprised of 77% Business to Business/Consumer Services, with the remaining 23% including Restaurants/Hospitality, Retail, Non-Profits, and Universities/Colleges/Government. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2023 ADDRESS: 225 Commerce Pl, Greensboro NC 27401, United States DESCRIPTION: Lead Risers Committee meetings Work with GMA staff to oversee Risers programming Present Lunch & Learn speaker introductions Promote the Risers group to GMA members & non-members Attend SynerG YP Ecosystem meetings (coordinate with Community Chair and VC) Delegate tasks to other committee members as needed GMA/FIRSTPOINT POSITION: Board Member NATURE: As the Chair for the Young Professionals group, Risers. GMA/FirstPoint would like my input at board meetings and events. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 225 Commerce Pl, Greensboro NC 27401, United States DESCRIPTION: Attend a New Board Member Orientation (if schedule allows) January 21, 2025 10:30am Attend 4 quarterly board meetings held in the Boardroom at the GMA office generally from 10am-12pm; 2025 dates are: March 6, May 8, August 7, November 6 Attend GMA events as schedule allows, especially the Annual Dinner--Date: February 12 (tentative) Proactively and positively represent GMA to individuals, members, company representatives, other organizations, and the community Understand the key aspects of GMA/FirstPoint's organization and business units Maintain confidentiality pertaining to sensitive and proprietary information ofGMA/FirstPoint
CRS (Client Relationship Summary) - RIA
Click below to view William Burton Chappell III'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
July 25, 2024 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 400 Bellemeade Street Ste 501, Greensboro, NC 27401RIA
CRD#: 281285
Greensboro, NC
Current
March 28, 2024 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 400 Bellemeade Street Ste 501, Greensboro, NC 27401BD
CRD#: 173962
Greensboro, 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(7/25/2024)
IAR
North Carolina(7/25/2024)
IAR
Virginia(1/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2024
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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Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Greensboro, NC 27401TRUST BUT VERIFY
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