Lori Moncada
Lori Moncada is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Middleboro, MA, with 17 years of industry experience. Lori 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
16 Commerce Blvd, Middleboro, MA, 02346
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2020Judgment / Lien
April 2019Other Business ActivitiesSells Insurance
Lori works as an insurance agent for Bankers Life and Casualty, creating planning solutions for clients using life and health insurance products. This takes about 10-20% of her time.
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.
Uvest Financial Services Group, INC.Broker
State Registrations28 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.