Kevin Lachance
Kevin Lachance is a registered investment advisor at Bankers Life Advisory Services, INC., based in Mechanicsburg, PA, with 11 years of industry experience. Kevin 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1215 Manor Drive, Mechanicsburg, PA, 17055
Get directionsHistory
Regulatory History (1)
Criminal
June 1987Other Business ActivitiesSells Insurance
Kevin is an insurance agent for Bankers Life and Casualty Company since 2017, appointed with KFA to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. This takes about a quarter of his time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
State Registrations8 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.