RM
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Rebecca Murzin

3 Years of Experience
Concord, NH
1 DisclosureBroker

Rebecca Murzin is a registered investment advisor at Bankers Life Advisory Services, INC., based in Concord, NH, with 3 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
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

6 Loudon Road, Suite 302, Concord, NH, 03301

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History

Regulatory History (1)
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Customer Dispute
September 2025
Denied
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2025 - Present · 10 mos
Bankers Life Securities, INC.Broker
April 2022 - Present · 4 yrs 1 mo
State Registrations3 states
NCNHVT
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.
Rebecca Murzin - Financial Advisor | TrueAdvisor