JB
JB

John Barker

7 Years of Experience
Richmond, VA
BrokerSells Insurance

John Barker is a registered investment advisor at Bankers Life Advisory Services, INC., based in Richmond, VA, with 7 years of industry experience. John 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

10800 Midlothian Turnpike Suite 134 & 140, Richmond, VA, 23235

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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

John is a Unit Supervisor at Bankers Life & Casualty, involved in recruiting and training insurance agents, and appointed with KFA through BLC to sell various insurance products including life, health, LTC, Medicare Supplement, and annuities. This takes nearly full-time, with about half of his time dedicated to securities trading.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
September 2018 - Present · 7 yrs 8 mos
Bankers Life Securities, INC.Broker
May 2018 - Present · 8 yrs
State Registrations4 states
FLNCNYVA
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.
John Barker - Financial Advisor | TrueAdvisor