Milla Gudukas
Milla Gudukas is a CFP-designated registered investment advisor at Bankers Life Advisory Services, INC., based in Daytona Beach, FL, with 13 years of industry experience. Milla 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
444 Seabreeze Blvd #400, Daytona Beach, FL, 32118
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Milla is a unit supervisor and insurance agent with Bankers Life & Casualty since 2009, managing a team and selling various insurance products including Medicare Supplements, annuities, life insurance, health, and LTC. Milla also owns rental property since 2020, but this activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations13 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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