Donald
Wilson
Ameritas Advisory Services, LLC
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About this Advisor
Donald Wilson is a financial advisor operating out of Orange Park, Florida with 1 year of industry experience. Wilson currently works for Ameritas Advisory Services, LLC. Over the course of their career, Wilson has held roles at Aflac, New York Life Insurance Co, Nylife Securities LLC, Retired From State Of Calfornia, Donald E Wilson Books, Capstone Financial Group, Ameritas Investment Corp, Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC and Wilson Financial Services & Strategies. Wilson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Ameritas Advisory Services, LLC is an advisory company headquartered in Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 people on staff. It has $9 billion in assets under management across its 35,218 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 38 charities and foundations. Of its 35,218 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The business offers 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. Financial advisory fees usually vary depending on which services the firm provides the client. Fee types charged by Ameritas Advisory Services, LLC may include some blend 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
Donald Wilson Work History
Donald has been registered as a financial advisor for 1 years.*
Ameritas Advisory Services, LLC
Wilson Financial Services & Strategies
Ameritas Investment Corp
Capstone Financial Group
Ameritas Life Insurance Corp
Aflac
Donald E Wilson Books
Nylife Securities LLC
New York Life Insurance Co
Retired From State Of Calfornia
*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 Donald Wilson 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
Exeter, CA
Centreville, VA
San Ramon, CA
Overland Park, KS
San Francisco, CA
Los Angeles, CA
Tampa, FL
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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