Anthony Beltran

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

• 05/2004 → 02/2017
  Pacific Advisors
  Montclair, CA
• 11/2005 → 02/2017
  The Guardian Life Ins. Co.
  Claremont, CA
• 03/2006 → 02/2017
  Park Avenue Securities
  Claremont, CA
• 05/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 02/2015 → 02/2017
  Park Avenue Securities
  Glendale, CA
• 02/2015 → 02/2017
  The Guardian Life Ins. Co.
  Glendale, CA
• 01/2017 → 06/2021
  Massmutual Life Insurance Company
  Newport Beach, CA
• 03/2017 → 06/2021
  Mml Investors Services
  Newport Beach, CA
• 09/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 09/2021 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 07/2021 → Present
  Capstone Financial Group
  Folsom, CA

Other Businesses

CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY; 2ND LINE MANAGER; START DATE=07/2021; HRS/MO=160; TRADING HRS/MO=80; RECRUITING & DEVELOPING

Exams

• S66 Uniform Combined State Law Examination
  2026-05-06
• S63 Uniform Securities Agent State Law Examination
  1996-06-28