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Neha Lande
9 Years of Experience
Lynnwood, WA
1 DisclosureBroker
Neha Lande is a registered investment advisor at Bankers Life Advisory Services, INC., based in Lynnwood, WA, with 9 years of industry experience. Neha 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
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3500 188th Street SW Suite 430, Lynnwood, WA, 98037
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2024Employment History
Current Registrations
Bankers Life Advisory Services, INC.
January 2026 - Present · 9 mos
Bankers Life Securities, INC.Broker
November 2025 - Present · 11 mos
Previous Registrations
Charles Schwab & CO., INC.
February 2022 - July 2024 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
December 2020 - July 2024 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
April 2015 - January 2020 · 4 yrs 9 mos
State Registrations1 state
WA
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.
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