Elizabeth
Fowlks

Ameritas Advisory Services, LLC

CRD#6189833
Investment Advisor
in Sudbury, MA

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About this Advisor

Elizabeth Fowlks is a financial advisor working out of Sudbury, Massachusetts. Fowlks is on the advisory team at Ameritas Advisory Services, LLC. Their career trajectory has included roles at Morgan Stanley, Ubs Financial Services Inc, Arch Wealth Management LLC, Power Word Yarn, Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC. Fowlks maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Ameritas Advisory Services, LLC is a company based out of Lincoln, NE. The company has offices in 248 locations and a total of 592 advisors. It manages $9 billion in assets across its 35,218 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 38 charities and foundations. Of its 35,218 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. Ameritas Advisory Services, LLC has 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. Financial management fees vary depending on which services the firm provides the client. Fees charged by Ameritas Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

Sudbury, MA

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

MA Average: 226
Total Number of Accounts

35,218

MA Average: 7,467
Average Account Size

$242,342

MA 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

Elizabeth Fowlks Work History

Elizabeth has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Ameritas Investment Company, LLC

2023 - Present (1 year)

Ameritas Advisory Services, LLC

2022 - Present (2 years)

Arch Wealth Management LLC

2020 - Present (4 years)

Power Word Yarn

2018 - 2022 (4 years)

Ubs Financial Services Inc

2013 - 2018 (5 years)

Morgan Stanley

*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 Elizabeth Fowlks 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
Qaadir Williams
Houston, TX
Elizabeth Fowlks
Sudbury, MA
Craig Hausz
Dallas, TX
Nicholas Mccleary
Dewitt, MI
Seth Edgil
Trussville, AL
Daniel Billings
Greensboro, NC
Jaclyn Bautista
Tampa, FL

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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