Mark Lee Lamson

Investment Adviser Representative at BANKERS LIFE ADVISORY SERVICES, INC.

CHICAGO, ILCRD #1796166Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

32 yrs

States Registered

51 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 51 states

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 8/17/2011

Series 63

Uniform Securities Agent State Law Examination

Passed 3/3/1988

Series 24

General Securities Principal Examination

Passed 5/13/2014

Series 52TO

Municipal Securities Representative Examination

Passed 1/2/2023

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 5/2/2011

Approximate fees

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

Primary fee model

Assets Under Management (AUM)

Asset tier	Annual rate
Greater than $4 million	0.30%
$2 million to $4 million	0.40%
$1 million to $2 million	0.50%
$1 million and below	1.25%

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 SECURITIES, INC.Current

8/15/2019 – CHICAGO, IL

LAUGHLIN GROUP ADVISORS, INC.

8/6/1996 – 4/1/1998LINCOLN, NE

FIRST OF AMERICA BROKERAGE SERVICE, INC.

7/18/1995 – 7/26/1996CLEVELAND, OH

MORGAN STANLEY DW INC.

7/13/2000 – 6/8/2005PURCHASE, NY

PNC INVESTMENTS

5/3/2011 – 3/13/2014CLARENDON HILLS, IL

WESTERN FEDERAL GROUP

4/3/1995 – 7/22/1995SCOTTSDALE, AZ

NAP FINANCIAL CORPORATION

4/11/1990 – 5/1/1992IRVINE, CA

ABN AMRO INVESTMENT SERVICES, INC.

4/1/1998 – 6/9/2000CHICAGO, IL

HAMILTON INVESTMENTS, INC.

4/1/1992 – 3/31/1995

FIFTH THIRD SECURITIES, INC.

3/26/2014 – 8/9/2019ELMHURST, IL

PROVALUE INVESTMENTS, INC.

3/2/1995 – 4/3/1995

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

2/23/1988 – 11/18/1989NEW YORK, NY

ROSE SECURITIES CORPORATION

11/21/1989 – 2/6/1990

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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. Mark Lee Lamson 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.