Lori Moncada
Lori Moncada is a ChFC-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Middleboro, MA, with 18 years of industry experience. Lori 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
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 Registrations29 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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