Alonte White-Davis
Alonte White-Davis is a registered investment advisor at Bankers Life Advisory Services, INC., based in Grand Rapids, MI, with 7 years of industry experience. Alonte 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
3350 Eagle Park Drive Ste 104, Grand Rapids, MI, 49525
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Regulatory History (1)
Customer Dispute
January 2020Other Business ActivitiesSells Insurance
Alonte is a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents and enabling them to sell various insurance products. He also serves as Treasurer for Vantage Point Association, managing condo association funds and related tasks, dedicating minimal time to this role.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations8 states
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.