Brian
Abad
Ameritas Advisory Services, LLC
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About this Advisor
Brian Abad is a financial advisor based in Roseville, California, working with Ameritas Advisory Services, LLC. Brian has previously held positions at Lpl Financial Corporation, Independent Financial Partners, Capfinancial Securities LLC, Vas Dias Agency, Ameritas Advisory Services, LLC, Jenkins Athens/Leavitt Group/Epic Insurance, Royal Alliance Associates, Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC, Capfinancial Partners, LLC. (Captrust), and Ameritas Investment Company, LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Brian is part of Ameritas Advisory Services, LLC, which operates out of Roseville, 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
Brian Abad Work History
Vas Dias Agency
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Capfinancial Securities LLC
Capfinancial Partners, LLC. (Captrust)
Royal Alliance Associates
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
Lpl Financial Corporation
Independent Financial Partners
Jenkins Athens/Leavitt Group/Epic Insurance
Disclosures
Please visit the SEC profile of Brian Abad 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
San Francisco, CA
Minneapolis, MN
Dallas, TX
Flagstaff, AZ
Lawrence, KS
Irvine, CA
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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