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Rolland Blair

13 Years of Experience
Lexington, KY
BrokerSells Insurance

Rolland Blair is a registered investment advisor at Bankers Life Advisory Services, INC., based in Lexington, KY, with 13 years of industry experience. Rolland 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

2480 Fortune Drive, Suite 130, Lexington, KY, 40509

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Rolland is a unit field trainer at Bankers Life & Casualty, recruiting and training insurance agents and selling life, annuity, and health insurance products, dedicating full-time hours to this. Rolland also owns Blair Farm, where he spends about 10-20% of his time on logging, tree planting, and field development.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
October 2019 - Present · 6 yrs 7 mos
Bankers Life Securities, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Proequities, INC.Broker
September 2012 - May 2016 · 3 yrs 8 mos
State Registrations10 states
FLIDINKYMINCSCTXWAWV
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.