Kyle Carter
Kyle Carter is a registered investment advisor at Bankers Life Advisory Services, INC., based in Pocatello, ID, with 1 years of industry experience. Kyle 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
861 Jefferson Street Ste A, Pocatello, ID, 83201
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is an insurance agent for Bankers Life and Casualty Company, selling life, health, Medicare Supplement, annuity, and LTC insurance products, which takes significantly more than full-time. Kyle also works as a Dungeon Master for StartPlaying.games, an online entertainment company, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations2 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.