James
Straight

Ameritas Advisory Services, LLC

CRD#5416754
Investment Advisor
in Flagstaff, AZ

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About this Advisor

James Straight is a financial advisor working out of Flagstaff, Arizona, with 2 years of relevant experience. Straight is an employee of Ameritas Advisory Services, LLC. Their career trajectory has included roles at Benefit And Financial Strategies, Aviva Usa Corporation, Ameritas Investment Corp and Ameritas Advisory Services, LLC. Straight maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Texas. Ameritas Advisory Services, LLC is an advisory business operating out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It controls $9 billion in total assets across its 35,218 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 38 charities and foundations. Of its 35,218 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. Ameritas Advisory Services, LLC has a number 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 management largely vary depending on which services are provided. However, fee types charged by Ameritas Advisory Services, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

510 N Humphreys St
Flagstaff, AZ 86001

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

AZ Average: $1,978,216,465
Total Number of Employees

592

AZ Average: 226
Total Number of Accounts

35,218

AZ Average: 7,467
Average Account Size

$242,342

AZ Average: $264,928

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

James Straight Work History

James has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2010 - Present (14 years)

Benefit And Financial Strategies

2008 - Present (16 years)

Ameritas Investment Corp

2008 - 2014 (6 years)

Aviva Usa Corporation

*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 James Straight 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

Louay Elhadj
Placerville, CA
Eric Stevens
Exeter, CA
Christopher Riel
San Ramon, CA
Jaclyn Bautista
Tampa, FL
Nicholas Mccleary
Dewitt, MI
Daniel Billings
Greensboro, NC
Patrick Kim
Los Angeles, CA
Craig Hausz
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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