Rita Pollard
Rita Pollard is a registered investment advisor at Bankers Life Advisory Services, INC., based in Brentwood, TN, with 3 years of industry experience. Rita 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
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.