Corey
Raths
Ameritas Advisory Services, LLC
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About this Advisor
Corey Raths is a financial advisor operating out of Flagstaff, Arizona with a total of 2 years of relevant experience. Raths currently works for Ameritas Advisory Services, LLC. Over the course of their career, Raths has held roles at Merrill Lynch, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Ameritas Advisory Services, LLC, Benefit And Financial Strategies, LLC, Ameritas Investment Corp and Ameritas Life Insurance Corp. Raths has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Ameritas Advisory Services, LLC is a registered investment firm that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 people on staff. It manages $9 billion in total assets among its 35,218 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 38 charitable organizations. Of its 35,218 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically depend on which service is offered. Fees charged by Ameritas Advisory Services, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Corey Raths Work History
Corey has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Benefit And Financial Strategies, LLC
Ameritas Investment Corp
Ameritas Life Insurance Corp
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Merrill Lynch
Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Corey Raths to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Tampa, FL
Overland Park, KS
Los Angeles, CA
Appleton, WI
Sudbury, MA
San Ramon, CA
Greensboro, NC
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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