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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
TX RA APPROVED 2023-08-09
LA RA APPROVED 2021-11-01
  • TX RA
    APPROVED
    Since 2023-08-09
  • LA RA
    APPROVED
    Since 2021-11-01

Branch Locations

Madisonville, LA • United States

2315 Florida St Building 200, Mandeville, LA 70448 • 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 11/1996 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Advantage Network, Inc. Mandeville LA 03/1989 Present
Ameritas Life Insurance Corp Lincoln NE 01/2006 Present
  • 11/1996 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 03/1989 → Present
    Advantage Network, Inc.
    Mandeville, LA
  • 01/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Advantage Network, Inc.; same as branch; inv rel; licensed insurance agent selling life, health, disability, and long-term-care insurance as well as fixed annuities; President; start date=03/1989; hrs/mo=80; trading hrs/mo=80; obtaining quotes, preparing proposals, and meeting and selling to clients

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-20
  • S63 Uniform Securities Agent State Law Examination
    2000-09-20
Designations
  • Chartered Financial Consultant
Other Names
  • Larry Patrick Ward

View on SEC IAPD

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