James Dillistone
James Dillistone is a registered investment advisor at Bankers Life Advisory Services, INC., based in Pocatello, ID, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
861 Jefferson Street Ste A ,, Pocatello, ID, 83201
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Regulatory History
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
James is a Branch Sales Manager and Insurance Agent at Bankers Life and Casualty, focusing on non-variable insurance sales and service, which takes more than full-time hours. He also serves as Treasurer for Riverside Estates HOA, managing finances and savings, dedicating minimal time to this role.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Uvest Financial Services Group, INC.Broker
American General Securities IncorporatedBroker
Intersecurities, INC.Broker
U.s.-Worldwide Financial Services, INC.Broker
Intersecurities, INC.Broker
American-Intercontinental Financial Services CorporationBroker
Pml Securities CompanyBroker
Advantage Capital CorporationBroker
Mony Securities CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.