Richard McFall (CRD# 7687650) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in New Albany, IN and has 1 year of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Bankers Life Advisory Services, Inc. | Louisville, KY | Mar 2023 - Current | 1 |
Bankers Life Securities, Inc. | Louisville, KY | Jan 2023 - Current | 1 |
Bankers Life & Casualty, Inc. | Louisville, KY | May 2021 - Current | 3 |
Indiana University East | Richmond, IN | Aug 2019 - May 2021 | 1 |
Dick's Sporting Goods | Richmond, IN | Jun 2020 - Apr 2021 | < 1 |
North Vernon Beverage Company | North Vernon, IN | Mar 2020 - Jun 2020 | < 1 |
Wabash Valley College | Mount Carmel, IL | Aug 2017 - May 2019 | 1 |
Dunham's Sporting Goods | Columbus, IN | Feb 2017 - May 2017 | < 1 |
Columbus East High School | Columbus, IN | Aug 2013 - May 2017 | 3 |
Mc Sports | Columbus, IN | Jul 2015 - Feb 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- IN
- KY
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
-
Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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