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Karthik Baikady Rao
Karthik Rao
CRD#: 6827423
IA
Investment Adviser
B
Broker
BANKERS LIFE ADVISORY SERVICES, INC.CRD#: 281285 300 5th Avenue Ste 6010
Waltham, MA 02451
BANKERS LIFE SECURITIES, INC.CRD#: 173962 300 5th Avenue Ste 6010
Waltham, MA 02451
Registration History
2018201920202021202220232024202520262 FIRMS2018 - Present (6 years)
License(s)

State Registrations

B
Arizona 9/2/2021

B
Massachusetts 5/8/2018

B
Connecticut 9/2/2020

IA
Massachusetts 6/29/2018

B
Florida 9/2/2021

B
South Carolina 4/1/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
BANKERS LIFE ADVISORY SERVICES, INC. (CRD#:281285)
300 5th Avenue Ste 6010, Waltham, MA 02451
Registered with this firm since 6/29/2018

B
BANKERS LIFE SECURITIES, INC. (CRD#:173962)
300 5th Avenue Ste 6010, Waltham, MA 02451
Registered with this firm since 2/8/2018

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.