Joel Spencer
Joel Spencer is a registered investment advisor at Bankers Life Advisory Services, INC., based in Jacksonville, FL, with 8 years of industry experience. Joel 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
6620 Southpoint Drive South, Suite 400, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (2)
Regulatory
November 2020Regulatory
March 2012Other Business ActivitiesSells Insurance
Joel is a Unit Field Trainer with Bankers Life & Casualty, recruiting and training insurance agents. He is also appointed with KFA through BLC, allowing agents to write business for various insurance products; this takes about half of Joel's time.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations6 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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