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ChFC

Bruce Glider

Bankers Life Advisory Services, INC.
26 Years of Experience
Warminster, PA
Broker
View SEC Summary
View SEC Summary

Bruce Glider is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Warminster, PA, with 26 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.

Bankers Life Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
533 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Warminster, PA

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History

Regulatory 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.

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Other Business Activities

Bruce teaches courses for the American College and owns multiple real estate properties, including a multi-family house and rental properties managed through LLCs. These activities require minimal time and are not securities related.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2016 - Present · 10 yrs 3 mos
Bankers Life Securities, INC.
April 2016 - Present · 10 yrs 6 mos
Bankers Life Securities, INC.Broker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Thrivent Investment Management INC.Broker
July 2004 - November 2007 · 3 yrs 4 mos
Securian Financial Services, INC.Broker
February 2003 - February 2004 · 1 yr
National Planning CorporationBroker
August 2002 - November 2002 · 3 mos
Afd, INC.Broker
February 1997 - November 2001 · 4 yrs 9 mos
Directed Services, INC.Broker
March 1992 - June 1996 · 4 yrs 3 mos
Penn Mutual Equity Services, INC.Broker
November 1988 - October 1991 · 2 yrs 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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