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Robert Harscheid

13 Years of Experience
Chantilly, VA
1 DisclosureBrokerSells Insurance

Robert Harscheid is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chantilly, VA, with 13 years of industry experience. Robert 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
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

4501 Singer Ct Ste 160, Chantilly, VA, 20151

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History

Regulatory History (1)
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Customer Dispute
June 2020
Denied
Other Business ActivitiesSells Insurance

Robert is a Unit Sales Manager and Insurance Agent at Bankers Life and Casualty Company since 2005. He manages and trains insurance sales agents, and sells insurance products including life, health, and annuity products, dedicating full-time hours to this activity.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
November 2016 - Present · 9 yrs 8 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Investment Advisors
October 2012 - May 2016 · 3 yrs 7 mos
Proequities, INC.Broker
September 2012 - May 2016 · 3 yrs 8 mos
State Registrations16 states
DCDEFLHIMDMEMSNCNVOHSCTXUTVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.