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Alisha Lea Mccarty

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
440 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

401 Douglas St. STE 215, Sioux City, IA, 51101

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alisha is an agent for Bankers Life & Casualty Company, selling Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health, and LTC, which takes nearly full-time. She also works as a skincare consultant for Rodan & Fields, dedicating minimal time to this activity.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
April 2019 - Present · 6 yrs 10 mos
Bankers Life Securities, INC.Broker
October 2018 - Present · 7 yrs 4 mos
State Registrations3 states
IANESD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alisha Lea Mccarty - Financial Advisor | TrueAdvisor