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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-12-06 |
Branch Locations
2555 E Perrin Ave Ste 104, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Fresno | CA | 08/1996 | 01/2020 |
| Wells Fargo Advisors Llc | Fresno | CA | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fresno | CA | 11/2016 | 01/2020 |
| Assurance Iq Inc | Fresno | CA | 01/2020 | 10/2020 |
| Retirement Nationwide, Inc. | Fresno | CA | 10/2020 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 12/2021 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 12/2021 | Present |
| Capstone Financial Group | Fresno | CA | 09/2022 | Present |
Licensed as an Independent Insurance Agent to sell fixed insurance products, including fixed index annuities * RETIREMENT NATIONWIDE, INC.; SAME AS BRANCH; INV REL; LIFE & DISABILITY INSURANCE PLANNING AND SALES; SHAREHOLDER; START DATE=10/2020; HRS/MO=180; TRADING HRS/MO=180; LIFE & DISABILITY INSURANCE PLANNING AND SALES * Capstone Financial Group; same as branch; inv rel; sell fixed index annuities; Financial Advisor; start date=09/22; hrs/mo=86; trading hrs/mo=86; Now affiliated with Capstone Financial Group as branch 1999
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-29 |
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