Randall Trost (CRD# 2380782) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in La Vista, NE and has over 30 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
Insource Financial Advisors | Lavista, NE | Jan 2020 - Current | 4 |
Ameritas Investment Company, LLC | Lincoln, NE | Apr 2019 - Current | 5 |
Ameritas Life Insurance Corp. | Lincoln, NE | Apr 2019 - Current | 5 |
Insource Benefits Group | Lavista, NE | Apr 2019 - Current | 5 |
Midlands Financial | Lincoln, NE | Jun 2018 - Feb 2019 | < 1 |
Principal Life Insurance Company | Lincoln, NE | May 2018 - Feb 2019 | < 1 |
Principal Securities Inc. | Lincoln, NE | May 2018 - Feb 2019 | < 1 |
Midland Financial | Lincoln, NE | Apr 2017 - May 2018 | 1 |
Ameritas Investment Corp | Lincoln, NE | Jan 2015 - May 2018 | 3 |
Ameritas Life Insurance Corp | Lincoln, NE | Jan 2015 - May 2018 | 3 |
Union Agency | Lincoln, NE | Nov 2014 - Mar 2017 | 2 |
First State Financial Services | Yutan, NE | Jan 2011 - Dec 2014 | 3 |
Securities America Inc. | La Vista, NE | Aug 2010 - Dec 2014 | 4 |
Securities America Advisors | La Vista, NE | Aug 2010 - Dec 2014 | 4 |
Fulcrum Financial Group, LLC | Yutan, NE | Jun 2006 - Dec 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1993 |
S65 | NASAA Investment Advisors Law Examination | May 2007 |
- NE
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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