Brian
Kirk

Ameritas Advisory Services, LLC

CRD#2920541
Investment Advisor
in Huntington Beach, CA

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About this Advisor

Brian Kirk is a financial advisor based in Huntington Beach, California with a total of 1 year of industry experience. Kirk is on the advisory team at Ameritas Advisory Services, LLC. The advisor has gained experience at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Ohio National Financial Services, The O. N. Equity Sales Company, Brian Kirk Life Insurance Sales, Ameritas Life Insurance Company, Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC. Kirk has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in California and Texas. Ameritas Advisory Services, LLC is a financial advisory business operating out of Lincoln, NE. The company has offices in 248 locations and a total of 592 advisors. It administers $9 billion in total assets between its 35,218 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 38 charitable organizations. Of its 35,218 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The business offers a diverse 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Ameritas Advisory Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Huntington Beach, CA

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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

Brian Kirk Work History

Brian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ameritas Life Insurance Company

2022 - Present (2 years)

Ameritas Advisory Services, LLC

2022 - Present (2 years)

Ameritas Investment Company, LLC

2000 - Present (24 years)

Brian Kirk Life Insurance Sales

2014 - 2022 (8 years)

The O. N. Equity Sales Company

2012 - 2022 (10 years)

Ohio National Financial Services

2009 - 2022 (13 years)

Guardian Life Insurance Co Of America

2009 - 2014 (5 years)

Park Avenue Securities LLC

*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 Brian Kirk 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

Christopher Riel
San Ramon, CA
Louay Elhadj
Placerville, CA
Jaclyn Bautista
Tampa, FL
Patrick Kim
Los Angeles, CA
Elizabeth Fowlks
Sudbury, MA
Greggory Glass
Overland Park, KS
Amanda Ross
Appleton, WI
Craig Hausz
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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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.

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