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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-01 |
| PA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
1930 Route 70 E Ste G37, Cherry Hill, NJ 08003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 10/2003 | Present |
| Financial Capital Group Llc | Cherry Hill | NJ | 09/2002 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * FINANCIAL CAPITAL GROUP LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; FINANCIAL ADVISOR; START DATE=09/2002; HRS/MO=160; TRADING HRS/MO=160; MANAGEMENT & SALES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-04 |
| S66 | Uniform Combined State Law Examination | 2002-09-20 |
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