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James William Dillistone Sr

Investment Adviser Representative at BANKERS LIFE ADVISORY SERVICES, INC.

Pocatello, IDCRD #1556514Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
5

Professional summary

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

James William Dillistone Sr has worked in the securities industry since 1998. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Idaho.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Idaho
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/20/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 5/11/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/5/2017
Series 7
General Securities Representative Examination
Passed 1/19/1991

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Greater than $4 million0.30%
$2 million to $4 million0.40%
$1 million to $2 million0.50%
$1 million and below1.25%
Source

Bankers LIFE Advisory Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BANKERS LIFE ADVISORY SERVICES, INC.Current
5/21/2020Pocatello, ID
UVEST FINANCIAL SERVICES GROUP, INC.
4/11/200512/31/2007Chicago, IL
AMERICAN GENERAL SECURITIES INCORPORATED
8/26/200312/3/2004Phoenix, AZ
INTERSECURITIES, INC.
8/3/20007/2/2003Philadelphia, PA
U.S.-WORLDWIDE FINANCIAL SERVICES, INC.
8/8/19968/21/1998Waco, TX
INTERSECURITIES, INC.
3/15/19938/5/1996Philadelphia, PA
AMERICAN-INTERCONTINENTAL FINANCIAL SERVICES CORPORATION
8/1/19882/17/1993Waco, TX
PML SECURITIES COMPANY
6/30/198810/4/1988Newark, DE
ADVANTAGE CAPITAL CORPORATION
2/16/19879/28/1988Atlanta, GA
MONY SECURITIES CORP.
11/6/198611/11/1986

Official records & sources

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

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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. James William Dillistone Sr 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.

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James William Dillistone Sr - Financial Advisor in Pocatello, ID | AdvisorFinder