TT
Timothy D. Troyer
BANKERS LIFE ADVISORY SERVICES
Lubbock, TX 79423
Some features on this profile are disabled
CRD#: 7889204
TT
Professional summary
Timothy Dale Troyer is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Lubbock, Texas and BANKERS LIFE SECURITIES, INC. located in Lubbock, Texas.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Timothy 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 POSITION: Insurance Agent NATURE: I am a 1099 agent for Bankers LIfe and Casualty Company (BLC) I am also appointed with KFA Agency and Ritter Agency. These agencies allows agents to write Medicare Supplement, Medicare Part C Plans, Medicare Part D Plans, Fixed and Indexed Annuities insurance products, life insurance, health, and Long Term Care Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 180 START DATE: 01/06/2015 ADDRESS: 15 Woodland Center Dr, Suite 2, Grove City PA 16127, 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. Ritter Agency Start Date 07/01/2023 to sell Medicare Part C Advantage Plans and Medicare Part D Prescription Drug Plans. TIMOTHY D. TROYER INSURANCE AND FINANCIAL SERVICES, LLC POSITION: Owner NATURE: To manage income and expenses of employment of Bankers Life INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: 6546 Mercer Rd., Polk PA 16342, United States DESCRIPTION: Owner responsible for filing annual reports and taxes. TIMOTHY D. TROYER INSURANCE AND FINANCIAL SERVICES LLC POSITION: Owner NATURE: To manage income and expenses of employment of Bankers Life INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 7016 21st St, Lubbock TX 79407, United States DESCRIPTION: To manage income and expenses of Bankers Life
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Dale Troyer'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
February 12, 2025 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3223 South Loop 289 Ste 260, Lubbock, TX 79423RIA
CRD#: 281285
Lubbock, TX
Current
September 26, 2024 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3223 South Loop 289 Ste 260, Lubbock, TX 79423BD
CRD#: 173962
Lubbock, TX
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
New Mexico(9/23/2025)
IAR
New Mexico(9/24/2025)
RR
Ohio(4/16/2025)
IAR
Ohio(4/16/2025)
RR
Pennsylvania(2/12/2025)
IAR
Pennsylvania(2/12/2025)
RR
Texas(7/3/2025)
IAR
Texas(7/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/26/2024
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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