Maxine Allen
Maxine Allen is a registered investment advisor at Bankers Life Advisory Services, INC., based in Conyers, GA, with 15 years of industry experience. Maxine 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
Conyers, GA
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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 Activities
Maxine owns M.Asha Designs LLC, where she creates and sells handmade textured art. This activity is not investment-related and takes about 10-20% of her time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Questar Capital CorporationBroker
LPL Financial 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.