Sean Irvin (CRD# 7026604) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chesapeake, VA and has over 5 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services, Inc. | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Bankers Life Securities, Inc. | Chesapeake, VA | Sep 2018 - Current | 5 |
| Bankers Life & Casualty, Inc. | Chesapeake, VA | May 2017 - Current | 7 |
| Unemployed | Elizabeth City, NC | Nov 2015 - May 2017 | 1 |
| Econo Lodge | Amelia, VA | Mar 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- VA
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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