David
Zook

Ameritas Advisory Services, LLC

CRD#5494883
Investment Advisor
in San Ramon, CA

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About this Advisor

David Zook is a financial advisor working out of San Ramon, California, with a total of 2 years of relevant experience. Zook is on the advisory team at Ameritas Advisory Services, LLC. Throughout their career, they have worked at Ameritas Investment Corp, Ameritas Life Insurance, David White & Associates and Ameritas Advisory Services, LLC. Zook holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Ameritas Advisory Services, LLC is a firm based out of Lincoln, NE. The firm has offices in 248 locations and a total of 592 employees. It handles $9 billion in assets across its 35,218 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 38 charitable organizations. Of its 35,218 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a wide set 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 usually depend on the services provided. Fees charged by Ameritas Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

3150 Crow Canyon Pl Ste 200
San Ramon, CA 94583

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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

David Zook Work History

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

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2010 - Present (14 years)

Ameritas Investment Corp

2010 - Present (14 years)

Ameritas Life Insurance

2009 - Present (15 years)

David White & Associates

*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 David Zook 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
Angela Taliaferro
San Francisco, CA
Patrick Kim
Los Angeles, CA
Elizabeth Fowlks
Sudbury, MA
Greggory Glass
Overland Park, KS
Daniel Billings
Greensboro, NC
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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