Derek Adam True

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → Present
  Ameritas Life Insurance Corp.
  Allen, TX
• 03/2020 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 04/2011 → Present
  The Di Center, Llc
  Allen, TX
• 09/2022 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

THE DI CENTER, LLC; SAME AS BRANCH; INV REL; SELLING FIXED INSURANCE PRODUCTS; INSURANCE AGENT; START DATE=04/2011; HRS/MO=160; TRADING HRS=130; SELLING FIXED INSURANCE PRODUCTS * National Association of Insurance and Financial Advisors-Dallas, Inc. (NAIFA-Dallas); 9868 Plano Rd, Dallas TX 75238; inv rel; associate for financial professionals; Officer; start date=01/2024; hrs/mo=30; trading hrs/mo=15; President-preside at all meetings and perform other duties as usually pertain to the office of President, help plan local events, and participate in running the local chapter

Exams

• S66 Uniform Combined State Law Examination
  2021-12-14