Robert
Masson
Ameritas Advisory Services, LLC
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About this Advisor
Robert Masson is a financial advisor based out of La Place, Louisiana with a total of 2 years of industry experience. Masson currently works for Ameritas Advisory Services, LLC. Masson has gained experience at Ameritas Investment Corp, Swrj Benefits Entity Dba Netchex Benefits, Netchex, Ameritas Advisory Services, LLC, Southern Medical Association Services Inc, Regions Institutional Trust and Ameritas Life Insurance Corp. Masson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Louisiana and Texas. Ameritas Advisory Services, LLC is an advisory firm headquartered in Lincoln, NE. The firm has offices in 248 locations and a total of 592 advisors. It administers $9 billion in total assets among its 35,218 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 38 charities and foundations. Of its 35,218 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company performs a wide array of services, including 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 charged by financial advisors typically vary depending on the services offered. However, fee types billed by Ameritas Advisory Services, LLC may include some blend of 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
Robert Masson Work History
Robert has been registered as a financial advisor for 2 years.*
Regions Institutional Trust
Ameritas Advisory Services, LLC
Southern Medical Association Services Inc
Swrj Benefits Entity Dba Netchex Benefits
Ameritas Investment Corp
Ameritas Life Insurance Corp
Netchex
*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 Robert Masson 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
Trussville, AL
Columbus, OH
Overland Park, KS
Charlotte, NC
Placerville, CA
San Jose, CA
San Ramon, CA
Greensboro, NC
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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