KC
Kyle M. Carter
BANKERS LIFE ADVISORY SERVICES
Pocatello, ID 83201
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CRD#: 7886814
KC
Professional summary
Kyle Mark Carter is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Pocatello, Idaho and BANKERS LIFE SECURITIES, INC. located in Pocatello, Idaho.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Kyle has worked at 2 firms and has passed the Series 66, Series 7TO 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 AND CASUALTY POSITION: Insurance Agent NATURE: Selling life and health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 12/15/2023 ADDRESS: Pocatello, Idaho 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. StartPlaying.games POSITION: Dungeon Master NATURE: The nature of the business is an online entertainment company where I am employed as a dungeon master for the game, D&D or dungeons and dragons. I am considered an independent contractor and I started working there in December 2022 until now. I devote no time to the business during securities trading hours but do devote around 5 hours a week after trading hours (approximately 20 hours a month). I am required to host my own tabletop games on this platform which is held in a virtual tabletop simulation. I handle the story, rules, plot, music, maps, and reaction the world must whatever the players decide to do. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: San Francisco, CA DESCRIPTION: The name of the business is startplaying.games, (for taxes and company purposes it is known as Qualleta Inc. 301 main street san francisco, CA 94105, phone is 18623527552), and the investment is not investment related. The nature of the business is an online entertainment company where I am employed as a dungeon master for the game, D&D or dungeons and dragons. I am considered an independent contractor and I started working there in December 2022 until now. I devote no time to the business during securities trading hours but do devote around 5 hours a week after trading hours (approximately 20 hours a month). I am required to host my own tabletop games on this platform which is held in a virtual tabletop simulation. I handle the story, rules, plot, music, maps, and reaction the world must whatever the players decide to do.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Mark Carter'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
June 6, 2024 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 861 Jefferson Street Ste A, Pocatello, ID 83201RIA
CRD#: 281285
Pocatello, ID
Current
May 8, 2024 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 861 Jefferson Street Ste A, Pocatello, ID 83201BD
CRD#: 173962
Pocatello, ID
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
Idaho(6/6/2024)
IAR
Idaho(6/6/2024)
RR
Utah(2/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2024
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#: 281285Pocatello, ID 83201TRUST BUT VERIFY
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