AdFi
EK

Eric Kumar

Investment Adviser Representative at Bankers LIFE Advisory Services, Inc.

Wilkes Barre, PACRD #7971242Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Kumar is an investment adviser representative with Bankers LIFE Advisory Services, Inc. in Wilkes Barre, PA, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kentucky, Mississippi, Pennsylvania, Tennessee, and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kentucky, Mississippi, Pennsylvania, Tennessee, Texas
Broker:
4 states and territories

California, Colorado, Pennsylvania, Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/27/2025
Series 7
General Securities Representative Examination
Passed 10/19/2024
SIE
Securities Industry Essentials Examination
Passed 12/12/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bankers LIFE Advisory Services, Inc.Current
3/4/2025 – Wilkes Barre, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Bankers Life & Casualty, Inc
    Oct 2022 – no end date reportedWilkes Barre, PA
  2. United States Army
    Jun 2018 – Dec 2022Fort Campbell, KY
  3. Eastern University
    Jul 2016 – Jun 2018Radnor, PA
  4. Bankers Life Securities, Inc
    Aug 2024 – no end date reportedWilkes Barre, PA
  5. Bankers Life Advisory Services, Inc
    Mar 2025 – no end date reportedWilkes Barre, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bankers LIFE Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm's annual rate schedule by assets
  • Greater than $4 million0.30%
  • $2 million to $4 million0.40%
  • $1 million to $2 million0.50%
  • $1 million and below1.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Fee-based investment management including Professional Third-Party Portfolio Management and Trading, Portfolio Rebalancing, Annual Asset Based Management Fee Structure, Fiduciary Standard of Care, and Quarterly Performance Reporting.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Fee-based Investment ManagementThird-party Model PortfoliosPortfolio RebalancingFiduciary StandardWealth ManagementRetirement PlanningSEC-registered Investment Advisor

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
533
Offices listed on AdvisorFinder:
26
Main office:
Chicago, IL
SEC file number:
801-106953

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Bankers LIFE Advisory Services, Inc.

Showing 12 of 533 in the directory

View Bankers LIFE Advisory Services, Inc. firm profile

Similar advisors in Wilkes-barre, PA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Kumar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Eric Kumar (Bankers LIFE Advisory Services) | AdvisorFinder