Betty Lake, financial advisor University Place WA

Betty Lake

CRD Number: 7029730
Current Firm: Bankers Life Advisory Services, Inc.

Betty Lake (CRD# 7029730) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in University Place, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bankers Life Securities University Place, WA Aug 2020 - Current 3
Bankers Life Advisory Services University Place, WA Aug 2020 - Current 3
Bankers Life & Casualty University Place, WA Jul 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Betty A. Lake
Phone Number: 844-553-9083
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,486
    MILLIONS
  • Total Number of Accounts
    13,089
    ACCOUNTS
  • Average Account Value
    $113,532
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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