Rebecca Ward
Rebecca Ward is a registered investment advisor at Bankers Life Advisory Services, INC., based in Glastonbury, CT, with 10 years of industry experience. Rebecca 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
655 Winding Brook Dr Ste 4020, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2019Customer Dispute
September 2019Other Business ActivitiesSells Insurance
Rebecca is an insurance agent for Bankers Life and Casualty Company, also appointed with KFA, selling life, health, long-term care insurance, Medicare Supplement, Annuity and Equity Indexed annuity insurance products. This takes about half of Rebecca's time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, 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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