Adam Russell Clayton

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → Present
  Bankers Life
  Hagerstown, MD
• 10/2019 → Present
  Bankers Life Advisory Services
  Hagerstown, MD

Previous Registrations

• 2002-08-26 → 2002-10-03
  Ameriprise Financial Services, Llc
  Rockville, MD

Other Businesses

Bankers Life Position: Unit supervisor insurance rep Nature: Offer health, life and fixed products Investment Related: Yes Hours: 160Securities Trading Hours: 0Start Date: 09/01/2009 Address: 110 Opal Ct suite 302, Hagerstown MD 21749, United States Description: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-30
• S66 Uniform Combined State Law Examination
  2002-08-23