Sarah Rodriguez
Sarah Rodriguez is a registered investment advisor at Bankers Life Advisory Services, INC., based in Allentown, PA, with 18 years of industry experience. Sarah 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
1605 N. Cedar Crest Blvd Ste 202, Allentown, PA, 18104
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2025Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Sarah is a 1099 agent for Bankers Life and Casualty Company, selling Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC. This takes about half of her time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
State Registrations2 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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