Robin Faris, financial advisor Bridgeport WV

Robin Faris

CRD Number: 5502364
Current Firm: Bankers Life Advisory Services, Inc.

Robin Faris (CRD# 5502364) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Bridgeport, WV and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bankers Life Advisory Services Bridgeport, WV Jan 2017 - Current 7
Bankers Life Securities, Inc. Bridgeport, WV May 2016 - Current 7
Bankers Life And Casualty Bridgeport, WV Sep 2004 - Current 19
Proequities, Inc. Fairmont, WV Aug 2010 - May 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Robin O. Faris
Phone Number: 844-553-9083
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    1,125
    MILLIONS
  • Total Number of Accounts
    10,292
    ACCOUNTS
  • Average Account Value
    $109,320
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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