David
Romero

Ameritas Advisory Services, LLC

CRD#1744370
Investment Advisor
in Shreveport, LA

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About this Advisor

David Romero is a chartered financial consultant operating out of Shreveport, Louisiana with a total of 2 years of relevant experience. Romero is an advisor for Ameritas Advisory Services, LLC. Throughout their career, they have worked at Ameritas Investment Corp, Executive Financial Planning, Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Romero holds a Series 63 license, designating them as a securities representative, and is approved to operate in Louisiana. Ameritas Advisory Services, LLC is a financial advisory company headquartered in Lincoln, NE. It has offices in 248 locations and a total of 592 people on staff. It controls $9 billion in assets under management across its 35,218 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 38 charitable organizations. Of its 35,218 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs 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. Fees for financial management typically vary depending on which services are provided. Fees charged by Ameritas Advisory Services, LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8848 Youree Drive
Shreveport, LA 71115

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

LA Average: $1,978,216,465
Total Number of Employees

592

LA Average: 226
Total Number of Accounts

35,218

LA Average: 7,467
Average Account Size

$242,342

LA Average: $264,928

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 Romero Work History

David has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2007 - Present (17 years)

Executive Financial Planning

2006 - Present (18 years)

Ameritas Investment Corp

2006 - Present (18 years)

Ameritas Life Insurance Corp

*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 David Romero 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

Louay Elhadj
Placerville, CA
Nicholas Mccleary
Dewitt, MI
Greggory Glass
Overland Park, KS
Patrick Kim
Los Angeles, CA
Amanda Ross
Appleton, WI
Craig Hausz
Dallas, TX
Christopher Riel
San Ramon, CA
Elizabeth Fowlks
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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