Andrew
Hax
Ameritas Advisory Services, LLC
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About this Advisor
Andrew Hax is a financial advisor who works in San Ramon, California with a total of 2 years of industry experience. Hax currently works for Ameritas Advisory Services, LLC. During their career, the advisor has held roles at David White & Associates, Contra Costa County Office Of The Sheriff, Acalanes Union High School District- Miramonte High, Saint Mary'S College Of California, All West Lacrosse, Ameritas Investment Corp, Ameritas Life Insurance Corp, Moreau Catholic High School, Fremont Lacrosse Club and Ameritas Advisory Services, LLC. Hax maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Ameritas Advisory Services, LLC is a registered investment business that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 advisors. It controls $9 billion in total assets across its 35,218 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 38 charitable organizations. Of its 35,218 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides 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 are based on which service is provided. Fee types billed by Ameritas Advisory Services, LLC likely 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
Andrew Hax Work History
Andrew has been registered as a financial advisor for 2 years.*
Fremont Lacrosse Club
Ameritas Advisory Services, LLC
Moreau Catholic High School
David White & Associates
Ameritas Investment Corp
Ameritas Life Insurance Corp
Contra Costa County Office Of The Sheriff
Acalanes Union High School District- Miramonte High
All West Lacrosse
Saint Mary'S College Of California
*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 Andrew Hax 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
Overland Park, KS
San Jose, CA
Los Angeles, CA
Trussville, AL
Houston, TX
Greensboro, NC
Appleton, WI
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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