John Bamberger
John Bamberger is a registered investment advisor at Bankers Life Advisory Services, INC., based in Erie, PA, with 23 years of industry experience. John 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
3939 West Ridge Road Ste B-8, Erie, PA, 16506
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2012Judgment / Lien
April 2011Customer Dispute
August 2005Other Business ActivitiesSells Insurance
John works as an insurance agent for Bankers Life & Casualty, selling insurance products and annuities, dedicating significantly more than full-time hours to this role. He also owns rental property, spending minimal time as a landlord.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
Midamerica Financial Services, INC.Broker
Peak Securities Corporation
Peak Securities CorporationBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
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.