AS
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
360 Us Route 1, Suite 202, Scarborough, ME, 04074
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
Amber works as a unit field trainer for Bankers Life & Casualty, recruiting and training insurance agents. She is also appointed with KFA through BLC, allowing agents to write business for various insurance products, dedicating about a quarter of her time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2024 - Present · 1 yr 9 mos
Bankers Life Securities, INC.Broker
September 2022 - Present · 3 yrs 4 mos
State Registrations2 states
FLME
AdvisorBrokerBoth
Exams
No exam information available for this advisor.