Park Joseph Mccurdy

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

• 01/2019 → 08/2021
  Palio's Pizza Cafe
  Frisco, TX
• 05/2024 → 08/2024
  Northwestern Mutual
  Addison, TX
• 01/2025 → Present
  Foster Financial Group
  Dallas, TX
• 08/2021 → 12/2024
  Baylor University
  Waco, TX
• 01/2015 → 01/2019
  Unemployed
  Frisco, TX
• 03/2025 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 05/2025 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

Foster Financial Group; inv rel; same as branch; Financial Advising; Employee; start date=01/2025; hrs/mo=160; trading hrs/mo=120; Assist financial advisors

Exams

• S66 Uniform Combined State Law Examination
  2025-05-02

Other Names

• Park Mccurdy