Kevin
Trinidad
Ameritas Advisory Services, LLC
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About this Advisor
Kevin Trinidad is a financial advisor based in Villa Park, Illinois who has 2 years of relevant experience. Trinidad is on the advisory team at Ameritas Advisory Services, LLC. Throughout their career, they have worked at Envesteon Advisors, Sunstreet Securities, LLC, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Pruco Securities LLC, The Prudential Insurance Company Of America, Ameritas Life Insurance, Ameritas Investment Company, LLC, Wealthpoint360 and Ameritas Advisory Services, LLC. Trinidad holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Illinois. Ameritas Advisory Services, LLC is a registered investment firm operating out of Lincoln, NE. The firm has offices in 248 locations and a total of 592 financial advisors. It controls $9 billion in assets across its 35,218 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 38 charitable organizations. Of its 35,218 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. Ameritas Advisory Services, LLC has a diverse array 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 charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Ameritas Advisory Services, LLC most likely include 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
Kevin Trinidad Work History
Kevin has been registered as a financial advisor for 2 years.*
Ameritas Life Insurance
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Wealthpoint360
Pruco Securities LLC
The Prudential Insurance Company Of America
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Sunstreet Securities, LLC
Envesteon Advisors
*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 Kevin Trinidad 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
Sudbury, MA
Placerville, CA
Los Angeles, CA
Tampa, FL
San Ramon, CA
Greensboro, NC
Appleton, WI
Dallas, TX
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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