Advisor at Bankers Life Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bankers Life Advisory Services, Inc.
Location
Wilkes Barre, PA 18702
Credentials
Series 66
Industry experience
1 year
Eric Kumar is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his financial services career, he served four years in the United States Army. Kumar also recruits and trains insurance agents and provides retirement-related sales and service. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment 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 security selection and portfolio management.
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
613 Baltimore Dr
Wilkes Barre, PA 18702
Kentucky · Mississippi · Pennsylvania · Tennessee · Texas
Bankers Life Advisory Services, Inc
2025 - Present (1 year)
Bankers Life Securities, Inc
2024 - Present (2 years)
Bankers Life & Casualty, Inc
2022 - Present (4 years)
United States Army
2018 - 2022 (4 years)
Eastern University
2016 - 2018 (2 years)
Valley Forge Military College
2014 - 2016 (2 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.
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
Series 63, Series 65
Scranton, PA
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CFP®, Series 63, Series 65
West Pittston, PA
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Series 65
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Series 63, Series 65
Scranton, PA
Northeast Advisory Group, LLC
Series 63, Series 65
Scranton, PA
Capital Wealth Investments
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