Karl Mount, financial advisor Chicago IL

Karl Mount

CRD Number: 7298468
Current Firm: Bankers Life Advisory Services, Inc.

Karl Mount (CRD# 7298468) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bankers Life Advisory Services Charlotte, NC Jan 2022 - Current < 1
Bankers Life Securities Charlotte, NC Sep 2020 - Current 1
Bankerslife And Casualty Company Charlotte, NC Jul 2018 - Current 3
Backstreets Bar & Grill Hickory, NC Oct 2015 - Jun 2019 3
Lenoir Rhyne University Hickory, NC Aug 2015 - Dec 2018 3
Lenoir Rhyne University Hickory, NC Aug 2014 - May 2018 3
Sarstedt, Inc. Newton, NC May 2017 - Jul 2017 < 1
Shur Save Interlaken, NY Sep 2010 - Aug 2014 3
Austic Farms Interlaken, NY May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Karl L. Mount
Phone Number: 844-553-9083
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    9,792
    ACCOUNTS
  • Average Account Value
    $120,568
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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