Rita Pollard
Rita Pollard is a registered investment advisor at Bankers Life Advisory Services, INC., based in Brentwood, TN, with 4 years of industry experience. Rita 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
1600 West Gate Circle STE 250, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (2)
Investigation
October 2024Customer Dispute
June 2024Other Business ActivitiesSells Insurance
Rita works as a manager and insurance agent for Bankers Life & Casualty, focusing on retirement insurance planning. She manages a team of agents, responsible for hiring and training, and is appointed with KFA through BLC to offer Medicare Supplement, Annuity, Equity Indexed annuity insurance products, life insurance, health, and LTC. This is a full-time commitment.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations8 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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