Dennis
Culver

Ameritas Advisory Services, LLC

CRD#6397592
Investment Advisor
in San Ramon, CA

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About this Advisor

Dennis Culver is a financial advisor based in San Ramon, California who has 2 years of relevant experience. Culver is an employee of Ameritas Advisory Services, LLC. Culver has gained experience at Ameriprise Financial, Bay City News, The News-Press, Ameriprise Financial Services, Inc, Lincoln Financial Advisors, Insight Wealth Strategies, LLC, Mutual Securities, Inc, Ameritas Investment Company, LLC, David White & Associates, Ameritas Advisory Services, LLC and Barto Lucas. Culver maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Ameritas Advisory Services, LLC is a financial advisory company operating out of Lincoln, NE. The company has offices in 248 locations and a total of 592 people on staff. It handles $9 billion in total assets between its 35,218 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 38 charities and foundations. Of its 35,218 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Ameritas Advisory Services, LLC offers a broad assortment 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. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types charged by Ameritas Advisory Services, LLC likely include any combination 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

Dennis Culver Work History

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

2021 - Present (3 years)

Ameritas Investment Company, LLC

2021 - Present (3 years)

David White & Associates

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2021 - Present (3 years)

Barto Lucas

2014 - Present (10 years)

Bay City News

2020 - 2020 (< 1 year)

Mutual Securities, Inc

2018 - 2021 (3 years)

Insight Wealth Strategies, LLC

2017 - 2018 (1 year)

Lincoln Financial Advisors

2016 - 2016 (< 1 year)

Ameriprise Financial

2016 - 2017 (1 year)

Ameriprise Financial Services, Inc

2014 - 2016 (2 years)

Ameriprise Financial

2006 - 2013 (7 years)

The News-Press

*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 Dennis Culver 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

Gordon Thorn
Overland Park, KS
Neil Limcangco
San Jose, CA
Patrick Kim
Los Angeles, CA
Seth Edgil
Trussville, AL
Qaadir Williams
Houston, TX
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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