AF
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
440 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B
Fee Structure
Minimum Investment:$5K
Financial Planning:Investment management only
BLAS co-sponsors wrap fee programs with third-party managers. These programs have advisory fees ranging from 1.00% to 2.18% annually, and account minimums range from $5,000 to $150,000.
Areas of Practice
Investment Management
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Advisor Information
Office location
13461 Parker Commons Blvd Ste 205, Fort Myers, FL, 33912
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alison is an insurance representative for Bankers Life and Casualty Company, appointed with KFA to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC. This takes about a quarter of Alison's time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
January 2021 - Present · 5 yrs
Bankers Life Securities, INC.Broker
July 2017 - Present · 8 yrs 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.