Brian
Franford
Ameritas Advisory Services, LLC
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About this Advisor
Brian Franford is a financial advisor who works out of Norwell, Massachusetts who has 2 years of relevant experience. Franford is an advisor for Ameritas Advisory Services, LLC. During their career, the advisor has held roles at Orange Palladium LLC, Oppenheimer & Co. Inc, Lincoln Investment, Capital Analysts, Throughline Creative Partners, Inc, Compass Wealth Management, LLC, Ameritas Investment Company, LLC, Daniel J. Galli & Associates and Ameritas Advisory Services, LLC. Franford has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Ameritas Advisory Services, LLC is a financial advisory firm based out of Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It controls $9 billion in total assets among its 35,218 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 38 charitable organizations. Of its 35,218 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable assets. Ameritas Advisory Services, LLC offers a wide 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. Financial advisory fees largely are based on which services are offered. However, fees charged by Ameritas Advisory Services, LLC most likely consist of 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
Brian Franford Work History
Brian has been registered as a financial advisor for 2 years.*
Ameritas Investment Company, LLC
Daniel J. Galli & Associates
Ameritas Advisory Services, LLC
Compass Wealth Management, LLC
Lincoln Investment
Capital Analysts
Throughline Creative Partners, Inc
Oppenheimer & Co. Inc
Orange Palladium LLC
*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 Brian Franford 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
Westborough, MA
Trussville, AL
Lincoln, NE
Lincoln, NE
Charlotte, NC
Greensboro, NC
Exeter, CA
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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