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David Ray Mccraw

Ameritas Advisory Services, LLC

Greer, SC

CRD 2366154

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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:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-11-01
  • SC RA
    APPROVED
    Since 2021-11-01

Branch Locations

Greer, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 06/2005 Present
Ameritas Life Insurance Co Lincoln NE 06/2005 Present
Strategic Financial Concepts Greenville SC 07/2005 Present
Lieu'S Asian Bistro Greenville SC 11/2013 Present
Midwest Financial Greer SC 08/2016 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2005 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 06/2005 → Present
    Ameritas Life Insurance Co
    Lincoln, NE
  • 07/2005 → Present
    Strategic Financial Concepts
    Greenville, SC
  • 11/2013 → Present
    Lieu'S Asian Bistro
    Greenville, SC
  • 08/2016 → Present
    Midwest Financial
    Greer, SC
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *BREW'S LATE NIGHT; ADDRESS N/A; NON-INV REL; NATURE N/A; OWNER; START DATE = N/A; HRS/MO = N/A; TRADING HRS/MO = 0; DUTIES N//A; *STRATEGIC FINANCIAL CONCEPTS; SAME AS BRANCH; INV REL; FIXED INSURANCE; AGENT; START DATE = 07/2005; HRS/MO = 10; TRADING HRS/MO = 0; SALES; *LIEU'S ASIAN BISTRO;103 E BEACON DR GREENVILLE SC 29615; NON-INV REL; FRANCHISING RESTAURANT CONCEPTS THAT I OWN; PARTNER; START DATE = 11/2013; HRS/MO = 100; TRADING HRS/MO = 20; TRAINING;MIDWEST FINANCIAL;SAME AS RESIDENCE; INV REL;BROKER;BROKER FOR INVESTMENTS AND INSURANCE;START DATE = 8/2016; HRS/MO= 160; TRADING HRS/MO=160; CONSULTING IN THE PURCHASE OF INVESTMENTS AND INSURANCE; *

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-14
S63 Uniform Securities Agent State Law Examination 1993-07-13
  • S65 Uniform Investment Adviser Law Examination
    1993-12-14
  • S63 Uniform Securities Agent State Law Examination
    1993-07-13

View on SEC IAPD

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