Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Bankers Life Advisory Services, Inc. financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Bankers Life Advisory Services, Inc. office in North Carolina, by city and A to Z.

The short answer

24 registered advisors work at Bankers Life Advisory Services, Inc. in North Carolina, out of 484 nationwide; it's the firm's number 2 state by advisors, and the most are in Charlotte (14). 1 list the CFP designation and 23 are also registered broker representatives.

Bankers Life Advisory Services, Inc. advisors by city in North Carolina

Every firm in North Carolina →

Charlotte 14Greensboro 2Huntersville 2New Bern 2Asheville 1Asheville, Nc 1Fayetteville 1Wilmington 1

Bankers Life Advisory Services, Inc. advisors in North Carolina, A to Z

Search by name →

Bankers Life Advisory Services, Inc. advisors in every state →Bankers Life Advisory Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bankers Life Advisory Services, Inc. in other states

Illinois 248Michigan 18Florida 16Pennsylvania 15Texas 12Indiana 10Ohio 10Iowa 8New York 8Washington 8California 7Connecticut 7Maryland 7Maine 7Missouri 7Virginia 7Kansas 6Massachusetts 6New Hampshire 5Georgia 4Kentucky 4New Jersey 4Rhode Island 4South Carolina 4Tennessee 4Arizona 3Colorado 3Nebraska 3Oregon 3Wisconsin 3

Questions

How many Bankers Life Advisory Services, Inc. financial advisors are in North Carolina?

24 investment adviser representatives are registered at Bankers Life Advisory Services, Inc. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 484 at the firm nationwide. 1 list the CFP designation and 23 are also registered as broker representatives.

Where in North Carolina does Bankers Life Advisory Services, Inc. have the most advisors?

Charlotte, with 14, then Greensboro (2). Bankers Life Advisory Services, Inc. has advisors in 8 cities in North Carolina.

How do I check a Bankers Life Advisory Services, Inc. advisor in North Carolina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bankers Life Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.