Angela
Taliaferro

Ameritas Advisory Services, LLC

CRD#4226679
Investment Advisor
in San Francisco, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, Series 63, Series 65

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

847 Sansmoe St Flr 4
San Francisco, CA 94111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

CA Average: 226
Total Number of Accounts

35,218

CA Average: 7,467
Average Account Size

$242,342

CA 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

Angela Taliaferro Work History

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

2021 - Present (3 years)

Boom Planning

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2020 - Present (4 years)

Ameritas Investment Company, LLC

2020 - Present (4 years)

Ameritas Life Insurance Corp

2020 - Present (4 years)

Interval Financial LLC

2021 - 2021 (< 1 year)

20/20 Capital Management, Inc

2020 - 2021 (1 year)

20/20 Financial Advisers

2019 - 2021 (2 years)

Emoney

2018 - 2018 (< 1 year)

New York Life Insurance Company

2018 - 2018 (< 1 year)

Nylife Securities LLC

2018 - 2018 (< 1 year)

Homemaker

2018 - 2019 (1 year)

Edelman Financial Services

2017 - 2018 (1 year)

Stock Options Solutions

2016 - 2018 (2 years)

Standard Insurance Company

2014 - 2016 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2014 (1 year)

Wells Fargo Advisors, LLC

2013 - 2014 (1 year)

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

Catherine Jones
Lincoln, NE
Ricky Small
Lincoln, NE
Louay Elhadj
Placerville, CA
Nicholas Mccleary
Dewitt, MI
Patrick Kim
Los Angeles, CA
Amanda Ross
Appleton, WI
Jaclyn Bautista
Tampa, FL
Christopher Riel
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started