Peter
Flora
Ameritas Advisory Services, LLC
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About this Advisor
Peter Flora is a financial advisor based in Ames, Iowa, who has 18 years of financial industry experience. Flora is an advisor for Ameritas Advisory Services, LLC. Their career trajectory has included roles at Tax Favored Benefits, Inc, Ameritas Investment Corp, Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Flora maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Ameritas Advisory Services, LLC is a financial advisory company based out of Ames, Iowa. The company has offices in 248 locations and a total of 611 advisors. It has $10 billion in total assets among its 32,295 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 46 charitable organizations. Of its 32,295 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a wide range 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 largely vary depending on the type of financial services provided. Fee types charged by Ameritas Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$9,451,450,525
611
32,295
$292,660
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Answer a few questions to get a personalized match.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
Peter Flora Work History
Peter has 18 years of experience.
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Ameritas Life Insurance Corp
Tax Favored Benefits, Inc
Disclosures
Peter Flora has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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