Kevin Agan
Kevin Agan is a registered investment advisor at Bankers Life Advisory Services, INC., based in Old Lyme, CT, with 1 years of industry experience. Kevin 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
6 Vista Drive, Suite 101, Old Lyme, CT, 06371
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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
Kevin is a financial professional with Bankers Life Securities, assisting clients with health insurance, life insurance, and financial planning, which takes significantly more than full-time hours. He also owns Agan Financials LLC, which buys and holds investment properties and has a general contractor's license, dedicating minimal time to this.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations1 state
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.