AdFi
RJ

Russell John White

Investment Adviser Representative at BANKERS LIFE ADVISORY SERVICES, INC.

Syracuse, NYCRD #7148122Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
GeorgiaNew York
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/4/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 1/31/2020
Series 7TO
General Securities Representative Examination
Passed 2/2/2024
Series 6TO
Investment Company Products/Variable Contracts Representative Examination
Passed 11/21/2019
SIE
Securities Industry Essentials Examination
Passed 11/7/2019

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 SECURITIES, INC.Current
12/6/2022Syracuse, NY
NYLIFE SECURITIES LLC
11/21/20193/9/2021DEWITT, NY

Official records & sources

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. Russell John White 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.

Russell John White - Financial Advisor in Syracuse, NY | AdvisorFinder