Paul
Lawless
Ameritas Advisory Services, LLC
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About this Advisor
Paul Lawless is a financial advisor who works out of Boca Raton, Florida with 2 years of relevant experience. Lawless is an employee of Ameritas Advisory Services, LLC. Throughout their career, Lawless has worked at Connecticut General Life, Ameritas Investment Corp, Lawless, Edwards And Warren-Wealth Management, Ameritas Life Insurance, Coventry First Life Settlement and Ameritas Advisory Services, LLC. Lawless has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Ameritas Advisory Services, LLC is a business headquartered in Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It oversees $9 billion in assets across its 35,218 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. Ameritas Advisory Services, LLC has a number of services, such as 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 usually depend on which services the firm provides the client. Fees billed by Ameritas Advisory Services, LLC can 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
Paul Lawless Work History
Paul has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Life Insurance
Ameritas Investment Corp
Lawless, Edwards And Warren-Wealth Management
Coventry First Life Settlement
Connecticut General Life
*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 Paul Lawless 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
Lincoln, NE
San Jose, CA
Dewitt, MI
Exeter, CA
Overland Park, KS
Dallas, TX
Los Angeles, CA
San Ramon, CA
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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