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Robin Orr Faris

Bankers Life Advisory Services, Inc.

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About Robin Orr Faris

Robin Faris is a financial advisor with over 15 years of experience in the financial services industry. Robin holds several licenses including Series 6, 7, 63, and 65. Robin is registered with Bankers Life Advisory Services, Inc. and is an active advisor in West Virginia. Robin also has past experience with ProEquities, Inc. and UVEST Financial Services Group, Inc. Robin is a licensed insurance agent for Bankers Life and Casualty Company. Robin provides financial planning, education seminars, and portfolio management services.

Firm Information

Robin Faris is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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Robin Faris’s Registration & Firm History

WV

01/25/2017 - Present

Bankers Life Advisory Services, Inc. (Bridgeport WV)

WV

09/19/2010 - 05/26/2016

PROEQUITIES, INC. (FAIRMONT WV)

WV

03/31/2008 - 04/24/2009

UVEST FINANCIAL SERVICES GROUP, INC. (FAIRMONT WV)

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Licenses & Designations

IA

Issued 01/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2017

Series 7 - General Securities Representative Examination

BC

Issued 03/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Orr Faris.
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