Randy
Herz
Ameritas Advisory Services, LLC
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About this Advisor
Randy Herz is a financial advisor based in Avon, Connecticut, working with Ameritas Advisory Services, LLC. Randy has previously held positions at Ameritas Investment Corp, Ameritas Life Insurance, Herz Financial, LLC, and Ameritas Advisory Services, LLC. Randy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Randy is part of Ameritas Advisory Services, LLC, which operates out of Avon, Connecticut. 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
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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
Randy Herz Work History
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Ameritas Life Insurance
Herz Financial, LLC
Disclosures
Please visit the SEC profile of Randy Herz 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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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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