Robin Faris
Robin Faris is a registered investment advisor at Bankers Life Advisory Services, INC., based in Bridgeport, WV, with 16 years of industry experience. Robin 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
600 Market Place Ave Ste 108, Bridgeport, WV, 26330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robin is an insurance agent for Bankers Life and Casualty Company, selling fixed product annuities, life insurance, health, and LTC products, dedicating nearly full-time hours to this role. Robin is also the Capital Campaign Chair for Universe Creative, raising funds for a documentary, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations5 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.