Luke
Trosclair
Ameritas Advisory Services, LLC
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About this Advisor
Luke Trosclair is a financial advisor working out of La Place, Louisiana who has 2 years of industry experience. Trosclair is an employee of Ameritas Advisory Services, LLC. Over the course of their career, Trosclair has held roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, The Pension Center, LLC, Wealth Solutions, LLC, Trosclair Wealth Management, LLC and Ameritas Advisory Services, LLC. Trosclair maintains 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 Louisiana and Texas. Ameritas Advisory Services, LLC is a financial advisory firm that has its headquarters in Lincoln, NE. The firm has offices in 248 locations and a total of 592 people on staff. It administers $9 billion in assets under management among its 35,218 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 38 charitable organizations. Of its 35,218 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Ameritas Advisory Services, LLC offers 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. Financial advisory fees usually vary depending on which services are provided. However, fees billed by Ameritas Advisory Services, LLC likely include any 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
Luke Trosclair Work History
Luke has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Trosclair Wealth Management, LLC
The Pension Center, LLC
Wealth Solutions, LLC
Ameritas Investment Corp
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 Luke Trosclair 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
Overland Park, KS
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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