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Mary Specht

Bankers Life Advisory Services, INC.
4 Years of Experience
Salisbury, MD
3 DisclosuresBroker
View SEC Summary
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Mary Specht is a registered investment advisor at Bankers Life Advisory Services, INC., based in Salisbury, MD, with 4 years of industry experience. Mary 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
534 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
—
View Full SEC Brochure

Location

601 E Naylor Mill Rd Ste A, Salisbury, MD 21804, Salisbury, MD, 21804

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2018
Judgment / Lien
September 2017
Judgment / Lien
January 2017
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
June 2026 - Present · 4 mos
Bankers Life Securities, INC.Broker
February 2026 - Present · 8 mos
Previous Registrations
Esi Financial Advisors
November 2015 - October 2016 · 11 mos
Equity Services, INC.Broker
November 2015 - October 2016 · 11 mos
Morgan Stanley
May 2013 - November 2015 · 2 yrs 6 mos
Morgan StanleyBroker
March 2013 - November 2015 · 2 yrs 8 mos
State Registrations2 states
DEMD
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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