Brendan W Halick

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

• 07/2016 → 02/2017
  Foresters Financial Services
  Walnut Creek, CA
• 02/2017 → 09/2017
  Foresters Financial Services
  Walnut Creek, CA
• 09/2017 → 01/2018
  Massachusetts Mutual Life Insurance Company
  Walnut Creek, CA
• 09/2017 → 01/2018
  Mml Investors Services
  Walnut Creek, CA
• 12/2018 → 06/2022
  Hsbc Securities Usa Inc
  San Francisco, CA
• 12/2018 → 06/2022
  Hsbc Bank Usa Na
  San Francisco, CA
• 08/2018 → 11/2018
  Lending Club
  San Francisco, CA
• 01/2018 → 08/2018
  American Income Life Insurance Company
  Tracy, CA
• 06/2022 → Present
  David White & Associates
  San Ramon, CA
• 09/2022 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 09/2022 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 03/2023 → Present
  Barto Lucas
  San Ramon, CA

Other Businesses

DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; ASSOCIATE ADVISOR; START DATE=06/2022; HRS/M0=160; TRADING HRS/MO=160; SUPPORTING ADVISOR FOR SENIOR PARTNERS WITH THE FIRM * dba BARTO LUCAS; INV REL; SAME AS BRANCH; FINANCIAL PLANNING; ASSOCIATE ADVISOR; START DATE=03/2023; HRS/MO=160; TRADING HRS/MO=160; ASSISTING WITH CLIENT REVIEWS * Rental Property; 421 Dursey Dr, Pinole CA 94564; non-inv rel; rental property; Owner; hrs/mo=0; trading hrs/mo=0; maintain property

Exams

• S66 Uniform Combined State Law Examination
  2022-07-28
• S63 Uniform Securities Agent State Law Examination
  2016-08-18

Other Names

• Brendan William Halick