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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-01 |
Branch Locations
312 Rensselaer Ave Ste 200, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | Lincoln | NE | 11/2013 | Present |
| Ameritas Investment Corp | Lincoln | NE | 11/2013 | Present |
| Carpenter Group Inc/Dba Cgi Benefits | Charlotte | NC | 05/1987 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Carpenter Timber LLC; same as residence; non-inv rel; Loblolly Pine Tree Famr that will be planted in 2019 and harvested in 2033; Owner; start date=10/2018; hrs/mo=2; trading hrs/mo=0; oversee planting of trees and future harvest * Carpenter Real Estate; same as branch; non-inv rel; own office space and rent to tenant; Owner; start date=10/2019; hrs/mo=2; trading hrs/mo=0; look for rental property * Century Investment Club (CIC); 3700 Country Club Dr, Gastonia NC 28056; inv rel; stock club; Member; start date=09/2020; hrs/mo=2; trading hrs/mo=0; listen at meetings and respond to stocks * Carpenter Group Inc/DBA CGI Benefits; same as branch; inv rel; group health, life, dental DI benefits; Owner/President; start date=05/1987; hrs/mo=120; trading hrs/mo=90; sales and servicing of group dental benefit products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
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