Christopher
Warren
Ameritas Advisory Services, LLC
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About this Advisor
Christopher Warren is a financial advisor based out of Boca Raton, Florida who has 2 years of industry experience. Warren currently works for Ameritas Advisory Services, LLC. Warren has gained experience at Ameritas Investment Corp, Lawless Edwards & Warren LLC, Ameritas Life Insurance Company, Ccg Advisors and Ameritas Advisory Services, LLC. Warren holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Ameritas Advisory Services, LLC is a registered investment business that has its headquarters in Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It controls $9 billion in assets under management across its 35,218 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 38 charitable organizations. Of its 35,218 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. Ameritas Advisory Services, LLC provides a number 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 for financial management depend on which services the firm provides the client. However, fees charged by Ameritas Advisory Services, LLC likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
Christopher Warren Work History
Christopher has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ccg Advisors
Ameritas Life Insurance Company
Ameritas Investment Corp
Lawless Edwards & Warren 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 Christopher Warren 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
Centreville, VA
Houston, TX
Overland Park, KS
Greensboro, NC
Overland Park, KS
Dallas, TX
San Ramon, CA
Sudbury, MA
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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