Scott Joseph Pence

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

• 03/2008 → Present
  David White & Associates
  San Ramon, CA
• 05/2008 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 05/2008 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; FIXED INSURANCE SALES AND SERVICE; AGENT; START DATE=03/2008; HRS/MO=40; TRADING HRS/MO=40; FIND APPROPRIATE PRODUCT AND MATCH WITH CLIENT NEEDS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-13
• S63 Uniform Securities Agent State Law Examination
  2008-09-19

Other Names

• Scott J Pence
• Scott Joseph Pence
• Scott Joseph Pence