Angela
Taliaferro
Ameritas Advisory Services, LLC
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About this Advisor
Angela Taliaferro is a financial advisor based out of San Francisco, California with 2 years of industry experience. Taliaferro is an advisor for Ameritas Advisory Services, LLC. The advisor has gained experience at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, 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, 20/20 Financial Advisers, Emoney, 20/20 Capital Management, Inc, Boom Planning, Ameritas Advisory Services, LLC and Interval Financial LLC. Taliaferro holds Series 66, Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Ameritas Advisory Services, LLC is a financial advisory business based out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 advisors. It oversees $9 billion in assets under management across its 35,218 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 38 charities and foundations. Of its 35,218 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides 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. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Ameritas Advisory Services, LLC most likely are comprised of 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
Angela Taliaferro Work History
Angela has been registered as a financial advisor for 2 years.*
Boom Planning
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Interval Financial LLC
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
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
*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 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
Lincoln, NE
Lincoln, NE
Placerville, CA
Dewitt, MI
Los Angeles, CA
Appleton, WI
Tampa, FL
San Ramon, CA
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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