Brian Guild
Brian Guild is a registered investment advisor at Bankers Life Advisory Services, INC., based in Charlotte, NC, with 10 years of industry experience. Brian 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
10706 Sikes Place Ste 300, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
Criminal
June 2004Other Business ActivitiesSells Insurance
Brian is an agent for Bankers Life & Casualty, Inc. since 2008, selling and servicing non-variable insurance products, which takes nearly full-time. Brian is also the President of BGuild Financial, LLC, which facilitates income flow, but this takes minimal time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
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.