Elizabeth
Daffner
Ameritas Advisory Services, LLC
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About this Advisor
Elizabeth Daffner is a financial advisor based in Roseville, California, working with Ameritas Advisory Services, LLC. Elizabeth has previously held positions at Diligence Wealth Management, LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp, Capstone Financial Group, A & E Family Enterprises LLC, Gameplan Financial Marketing, and Ameritas Advisory Services, LLC. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Elizabeth 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
Elizabeth Daffner Work History
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Ameritas Life Insurance Corp
Capstone Financial Group
Diligence Wealth Management, LLC
Gameplan Financial Marketing
A & E Family Enterprises LLC
Disclosures
Please visit the SEC profile of Elizabeth Daffner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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