David Warren Lien

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

• 01/2016 → 06/2019
  Securian Financial Services Inc
  St. Paul, MN
• 01/2016 → 06/2019
  Minnesota Life
  St. Paul, MN
• 01/2016 → 06/2019
  Tax And Financial Group
  Newport Beach, CA
• 06/2019 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 06/2019 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 06/2019 → Present
  David White & Associates
  Irvine, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2016-01-19 → 2019-06-13
  Securian Financial Services, Inc.
  Newport Beach, CA
• 2014-07-07 → 2014-11-13
  Edward Jones
  Orange, CA
  St Louis, MO

Other Businesses

*HC LIEN RUBBER CO; 20311 TAV PLACE, CHATSWORTH CA 91311; NON-INV REL; FORMER MANUFACTURING CO WHICH NOW HOLDS REAL ESTATE; MINORITY OWNER; START DATE=2014; HRS/MO=0; TRADING HRS/MO=0; NO DUTIES; *DAVID WHITE AND ASSOCIATES; SAME AS BRANCH; INV REL; INSURANCE AGENCY; AGENT; START DATE=06/2019; HRS/MO=100; TRADING HRS/MO=70; PROVIDE INSURANCE SOLUTIONS * BARTO LUCAS; INV REL; 3150 CROW CANYON PL, SAN RAMON, CA 94583; INSURANCE AND FINANCIAL SERVICES; FINANCIAL ADVISOR; START DATE=03/2023; HRS/MO=5; TRADING HRS/MO=5; FINANCIAL ADVISING

Exams

• S66 Uniform Combined State Law Examination
  2014-06-05

Other Names

• Dave Warren Lien