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Albert Preniqi

Bankers Life Advisory Services, INC.
10 Years of Experience
Clermont, FL
BrokerSells Insurance
View SEC Summary
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Albert Preniqi is a registered investment advisor at Bankers Life Advisory Services, INC., based in Clermont, FL, with 10 years of industry experience. Albert 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.

Bankers Life Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
533 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 ValueAnnual Fee
Any2.50%

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

17320 SR 50 Ste 500, Clermont, FL, 34711

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Albert is a Unit Sales Manager at Bankers Life & Casualty, managing a team of agents and responsible for hiring and training. He is also appointed with KFA through BLC, enabling agents to sell Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC; this takes more than full-time hours.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
June 2021 - Present · 5 yrs 4 mos
Bankers Life Securities, INC.Broker
September 2016 - Present · 10 yrs 1 mo
State Registrations3 states
FLMIOH
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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