MS
Michael P. Shoemaker
BANKERS LIFE ADVISORY SERVICES
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 5836113
MS
Professional summary
Michael Perron Shoemaker is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Atlanta, Georgia and BANKERS LIFE SECURITIES, INC. located in Atlanta, Georgia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 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: UNIT SALES MANAGER NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 60 START DATE: 08/30/2005
ADDRESS: 2849 PACES FERRY RD, SUITE 360, ATLANTA GA 30339
DESCRIPTION: I SELL INSURANCE, TRAIN AND RECRUIT INSURANCE AGENTS
BANKERS LIFE
POSITION: INSURANCE AGENT NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 15 START DATE: 08/30/2005
ADDRESS: 2849 PACES FERRY RD, SUITE 360, ATLANTA GA 30339
DESCRIPTION: SELL EQUITY INDEXED ANNUITIES
CRS (Client Relationship Summary) - RIA
Click below to view Michael Perron Shoemaker'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
November 23, 2016 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 2849 Paces Ferry Rd Se., Suite 360, Atlanta, GA 30339RIA
CRD#: 281285
Atlanta, GA
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 2849 Paces Ferry Road Se Ste# 360, Atlanta, GA 30339BD
CRD#: 173962
ATLANTA, GA
Past
July 17, 2012 - May 27, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
ATLANTA, GA
Past
October 21, 2010 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
ATLANTA, GA
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
Alabama(5/26/2016)
RR
Arizona(2/1/2023)
RR
Arkansas(5/26/2016)
RR
California(10/6/2021)
RR
Colorado(5/26/2016)
RR
Florida(5/27/2016)
RR
Georgia(5/26/2016)
IAR
Georgia(9/7/2021)
RR
Indiana(6/18/2020)
RR
Michigan(9/7/2017)
RR
Mississippi(5/26/2016)
RR
Missouri(5/26/2016)
RR
New Hampshire(8/2/2023)
RR
New York(9/28/2021)
RR
Oklahoma(1/29/2025)
IAR
Oklahoma(2/3/2025)
RR
South Dakota(3/12/2021)
RR
Tennessee(5/26/2016)
IAR
Tennessee(11/23/2016)
RR
Texas(10/19/2021)
RR
Utah(8/6/2019)
RR
Virginia(10/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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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