Best Investors Account Sign in

Allen Richard Robbins

Ameritas Advisory Services, LLC

Mccleary, WA

CRD 2415295

Claim This Profile
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
WA RA APPROVED 2021-11-01
  • WA RA
    APPROVED
    Since 2021-11-01

Branch Locations

Mccleary, WA • 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
Washington State Dept Of Ecology Olympia WA 02/1987 Present
Ameritas Investment Company, Llc Lincoln NE 06/2000 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 02/1987 → Present
    Washington State Dept Of Ecology
    Olympia, WA
  • 06/2000 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WASHINGTON STATE DEPT OF ECOLOGY; 300 DESMOND DR, OLYMPIA WA 98504; NON-INV REL; STATE GOVERNMENT ENVIRONMENTAL SERVICES; BUDGET MANAGER; START DATE=02/1987; HRS/MO=174; TRADING HRS/MO=68; WORK WITH AGENCY MANAGEMENT TO PREPARE, MONITOR AND REPORT ON BUDGET AND EXPENDITURES FOR THE ADMINISTRATION PROGRAM OF THE WASHINGTON STATE DEPT OF ECOLOGY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-31
S63 Uniform Securities Agent State Law Examination 1993-11-12
  • S66 Uniform Combined State Law Examination
    2003-03-31
  • S63 Uniform Securities Agent State Law Examination
    1993-11-12
Other Names
  • Allen R Robbins

View on SEC IAPD

More in Mccleary, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor