Adviser and broker representative · Bankers Life Advisory Services, Inc.
Karl L. Mount III
CRD 7298468 · Huntersville, NC
At a glance
Karl L. Mount III is an investment adviser representative with Bankers Life Advisory Services, Inc. in Huntersville, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Karl’s SEC record dates to 2022, about 4 years ago. Karl is also registered as a broker representative.
Current advisory firm
- Bankers Life Advisory Services, Inc.Since January 2022Huntersville, NC · $2.5B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Karl’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.