Rebecca Ward
Rebecca Ward is a registered investment advisor at Bankers Life Advisory Services, INC., based in Farmington, CT, with 9 years of industry experience. Rebecca 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
195 Scott Swamp Rd, 2ND FLOOR, Farmington, CT, 06032
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.