Joshua
Wilcox
Ameritas Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joshua Wilcox is a financial advisor based in Rockville, Maryland, working with Ameritas Advisory Services, LLC. Joshua has previously held positions at Ameritas Life Insurance Corp, Ameritas Investment Corp, Ameritas Financial Center, Norfolk Public Schools, Orion Advisor Services, Woodmen Financial Services, Inc, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, United Wealth Advisors Group, Ameritas Investment Company, LLC, Ameritas Life Insurance Company, and Ameritas Advisory Services, LLC. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Nebraska. Currently, Joshua is part of Ameritas Advisory Services, LLC, which operates out of Rockville, Maryland. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
Joshua Wilcox Work History
United Wealth Advisors Group
Ameritas Investment Company, LLC
Ameritas Life Insurance Company
Ameritas Advisory Services, LLC
Woodmen Financial Services, Inc
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Orion Advisor Services
Norfolk Public Schools
Ameritas Life Insurance Corp
Ameritas Investment Corp
Ameritas Financial Center
Disclosures
Please visit the SEC profile of Joshua Wilcox 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
Plano, TX
San Francisco, CA
Lincoln, NE
Flagstaff, AZ
Perrysburg, OH
New York, NY
Tulsa, OK
Surprise, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
