Stephen Halstead
Stephen Halstead is a registered investment advisor at Bankers Life Advisory Services, INC., based in Richmond, VA, with 22 years of industry experience. Stephen 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
10800 Midlothian Turnpike Ste 134, Richmond, VA, 23235
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2019Regulatory
October 2003Other Business ActivitiesSells Insurance
Stephen works full-time as a branch sales manager and insurance agent for Bankers Life and Casualty Co., starting in 2012 and 1993 respectively. He trains and manages insurance agents and sells/services non-variable insurance products.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
Afs Brokerage, INC.Broker
Conseco Securities, INC.Broker
Conseco Securities, INC.Broker
State Registrations3 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.