Advisor at Bankers Life Advisory Services, Inc.
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Firm
Bankers Life Advisory Services, Inc.
Location
Pittsford, NY 14534
Credentials
Series 66
Industry experience
< 1 year
Arthur Lamborn is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and over 40 years of industry experience. His career includes extensive work as an independent advisor under AH Lamborn from 1980 to 2024 before joining Bankers Life and its affiliated entities. He is also a licensed insurance agent authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.
Based on Bankers Life Advisory Services, Inc.
Based on Bankers Life Advisory Services, Inc.
$0+: Negotiable, ranges from 0.50% to 2.5% annually for Portfolio Management Services Greater than $4 million+: 0.30% annually for Retirement Plan Consulting Services $2 million to $4 million+: 0.40% annually for Retirement Plan Consulting Services $1 million to $2 million+: 0.50% annually for Retirement Plan Consulting Services $1 million and below+: 1.25% annually for Retirement Plan Consulting Services
Hourly rate for Investment Consulting Services, as set forth in contract
Fee-only: Hourly rate for Investment Consulting Services, specific amounts set forth in client contract, fees may be reduced or waived
1175 Pittsford Victory Rd Ste 140
Pittsford, NY 14534
New York
Bankers Life Advisory Services, Inc
2025 - Present (1 year)
Bankers Life Securities, Inc
2025 - Present (1 year)
Bankers Life & Casualty, Inc
2024 - Present (2 years)
AH Lamborn
2018 - 2024 (6 years)
AH Lamborn C0
1980 - 2018 (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63
Pittsford, NY
Mark Andrew Paganelli
Series 66
Rochester, NY
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Series 65
Rochester, NY
Fama Fiduciary Wealth LLC
Series 66
Rochester, NY
Balfour Capital Management
Series 65
Rochester, NY
Janal Capital Management LLC
Series 63, Series 65
Fairport, NY
Rothrock Financial Group
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