Nicholas Cockerham
Investment adviser representative at Bankers Life Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 yearsFirm in business
Are you Nicholas Cockerham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Bankers Life Advisory Services, Inc.Jun 2026 to now
- Bankers Life & CasualtyMay 2026 to now
- Bankers Life AdvisoryMay 2026 to now
- Bankers Life SecuritiesMay 2026 to now
- UnemployedMay 2025 to May 2026
- Raymond James & AssociatesFeb 2017 to May 2025
- Capitol Securities ManagementJun 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5905924
- Firm CRD
- 281285