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 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
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 Registrations9 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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