Angela
Taliaferro
Ameritas Advisory Services, LLC
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About this Advisor
Angela Taliaferro is a financial advisor based in San Francisco, California, working with Ameritas Advisory Services, LLC. Angela has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, New York Life Insurance Company, Nylife Securities LLC, Homemaker, Stock Options Solutions, Standard Insurance Company, Edelman Financial Services, Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, Emoney, 20/20 Capital Management, Inc, Boom Planning, Ameritas Advisory Services, LLC, Interval Financial LLC, Odie, Willi Stowers Watson, and 20/20 Financial Advisers. Angela has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in California. Currently, Angela is part of Ameritas Advisory Services, LLC, which operates out of San Francisco, California. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
Angela Taliaferro Work History
Boom Planning
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Interval Financial LLC
Odie
Willi Stowers Watson
20/20 Capital Management, Inc
20/20 Financial Advisers
Emoney
New York Life Insurance Company
Nylife Securities LLC
Homemaker
Edelman Financial Services
Stock Options Solutions
Standard Insurance Company
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Angela Taliaferro 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
Flagstaff, AZ
Cincinnati, OH
Milton, FL
Dallas, TX
Melville, NY
Carnegie, PA
Tulsa, OK
Surprise, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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