Richele Lynn Miller

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

• 03/2016 → Present
  Bankers Life & Casualty
  Erie, PA
• 03/2018 → Present
  Bankers Life Securities
  Erie, PA

Other Businesses

BANKERS LIFE & CASUALTY POSITION: USV NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 03/08/2016 ADDRESS: 3939 W Ridge Rd Suite B-8, Erie PA 16506, 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

• S66 Uniform Combined State Law Examination
  2018-07-09

Other Names

• Richele Miller