Alisha Mccarty
Alisha Mccarty is a registered investment advisor at Bankers Life Advisory Services, INC., based in Sioux City, IA, with 7 years of industry experience. Alisha 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
401 Douglas St. STE 215, Sioux City, IA, 51101
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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
Alisha is an agent for Bankers Life & Casualty Company, selling Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC, which takes nearly full-time. She also works as a skincare consultant for Rodan & Fields, dedicating minimal time to this activity.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations3 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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