Tamara Lashea Reeves
Investment adviser representative at Bankers Life Advisory Services, Inc.
22 yearsExperience
2 statesRegistered in
$2.5BFirm assets
10 yearsFirm in business
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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
22 years in the industry.
- Bankers Life Advisory Services, Inc.Oct 2023 to now
- Bankers Life Securities, IncFeb 2023 to now
- Bankers Life & Casualty, IncJun 2022 to now
- Family First Life, LLCSep 2021 to Jun 2022
- UnemployedJan 2021 to Sep 2021
- Lafayette Life InsuranceFeb 2019 to Jun 2023
- Pirelli Tire C.Mar 2018 to Jan 2021
- UnemployedSep 2017 to Mar 2018
- Ford Motor CompanyJul 2004 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
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
- 7699604
- Firm CRD
- 281285