Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC (CRD# 317245) is a financial advisory firm headquartered in Lincoln, NE. They manage $10,289,301,520 in 39,033 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management10,289MILLION
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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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Daniel Deverna (CRD# 4158283) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Perrysburg, OH and has over 19 years of experience in the finance industry.
Adan Diaz (CRD# 2364989) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Indianapolis, IN and has over 30 years of experience in the finance industry.
Margaret Dipaolo (CRD# 2843962) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Carmel, IN and has over 27 years of experience in the finance industry.
Matthew Dolan (CRD# 3106440) is an Investment Advisor Representative working with David White & Associates in San Ramon, CA and has over 17 years of experience in the financial planning industry. Matthew works with individuals and small businesses to help them achieve their financial goals. He specializes in retirement income planning, wealth management, insurance protection and college funding.
Patrick Donnelly (CRD# 4304426) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Folsom, CA and has over 23 years of experience in the finance industry.
Andrew Dover (CRD# 6719668) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Brownstown, PA and has over 7 years of experience in the finance industry.
Ryan Draper (CRD# 5530742) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Lincoln, NE and has over 10 years of experience in the finance industry.
John Duffin (CRD# 1431524) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Fishers, IN and has over 38 years of experience in the finance industry.
Gregory Edwards (CRD# 1610724) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Boca Raton, FL and has over 36 years of experience in the finance industry.
John Eggleton (CRD# 4954717) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Dallas, TX and has over 18 years of experience in the finance industry.