Luke James Gilliam

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

• 04/2020 → Present
  Dealer Benefit Service Inc.
  Chesterfield, MO
• 08/2022 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 10/2013 → 05/2022
  Full-Time Education
  St. Louis, MO
• 10/2023 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 04/2020 → Present
  Carillon Group
  Chesterfield, MO
• 08/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

CARILLON GROUP; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=04/2020; HRS/MO=175; TRADING HRS/MO=155; AGENT * DEALER BENEFIT SERVICE INC.; SAME AS BRANCH; INV REL; INSURANCE; ASSOCIATE; START DATE=04/2020; HRS/MO=175; TRADING HRS/MO=155; ADMIN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-04
• S63 Uniform Securities Agent State Law Examination
  2024-02-23