Brian Guild
Brian Guild is a registered investment advisor at Bankers Life Advisory Services, INC., based in Charlotte, NC, with 11 years of industry experience. Brian 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
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.
Exams
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