Alberta Roberts
Alberta Roberts is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 29 years of industry experience. Alberta 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
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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 Activities
Alberta is the Chief Compliance Officer/Secretary/Municipal Principal for Bankers Life Securities, Inc. and the Chief Compliance Officer/Secretary for Bankers Life Advisory Services, Inc., dedicating nearly full-time hours to each. She also serves as Secretary for Bankers Life Securities General Agency, spending minimal time maintaining insurance licenses.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Crown Sterling LLCBroker
M&i Distributors LLCBroker
M&i Financial Advisors, INC.
M&i Financial Advisors, INCBroker
Amcore Investment Services, INCBroker
Amcore Investment Services, INC
First National Investments, INC.Broker
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
Harrisdirect LLC
Harrisdirect LLCBroker
Harris Investorline INC.Broker
First Variable Capital Services, INC.Broker
Iac Securities, INC.Broker
Public Employees Equities Services CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations52 states
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
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