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
Bridgeport, WV 26330
Credentials
Series 63, Series 65
Industry experience
16 years
Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Bankers Life Advisory Services in 2017, Faris worked at ProEquities, Inc. and has been associated with Bankers Life and Casualty since 2004 as an insurance agent. Outside of advising, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business. Bankers Life Advisory Services, Inc. provides 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 portfolio decisions.
Based on Bankers Life Advisory Services, Inc.
0.50% to 2.5% annually (negotiable) for Portfolio Management Services
Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.
Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.
Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.
600 Market Place Ave Ste 108
Bridgeport, WV 26330
West Virginia
Bankers Life Advisory Services
2017 - Present (9 years)
Bankers Life Securities, Inc.
2016 - Present (10 years)
ProEquities, Inc
2010 - 2016 (6 years)
Bankers Life and Casualty
2004 - Present (22 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®
Fairmont, WV
Blackwater Financial
I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.
Series 63, Series 66
Fairmont, WV
Alden investment Group
Series 63, Series 66
Clarksburg, WV
Wesbanco Securities, Inc.
Series 63, Series 65
Bridgeport, WV
Lombard Advisers Incorporated
Series 66
Bridgeport, WV
Bankers Life Advisory Services, Inc.
Series 66
Bridgeport, WV
Bankers Life Advisory Services, Inc.
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