David
Salley
Ameritas Advisory Services, LLC
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About this Advisor
David Salley is a financial advisor based in Wellington, Florida, working with Ameritas Advisory Services, LLC. David has previously held positions at Edward Jones, Lake Worth Christian School, Salley Wealth Management, Triple Play Sports Association, Ameritas Investment Corp, 20/20 Capital Management, Inc, and Ameritas Advisory Services, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, David is part of Ameritas Advisory Services, LLC, which operates out of Wellington, Florida. 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
David Salley Work History
Ameritas Advisory Services, LLC
Salley Wealth Management
Ameritas Investment Corp
20/20 Capital Management, Inc
Edward Jones
Lake Worth Christian School
Triple Play Sports Association
Disclosures
Please visit the SEC profile of David Salley 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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