David
Bailey
Ameritas Advisory Services, LLC
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About this Advisor
David Bailey is a financial advisor working in Midland, Michigan who has 2 years of relevant experience. Bailey is currently employed by Ameritas Advisory Services, LLC. The advisor has gained experience at Pruco Securities, LLC, The Prudential Insurance Company Of America, Mass Mutual Life Insurance Company, Mml Investors Services, American United Life, Oneamerica Securities, Ameritas Investment Corp, Redbridge Financial, Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Bailey holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Michigan. Ameritas Advisory Services, LLC is a financial advisory company based out of Lincoln, NE. The company has offices in 248 locations and a total of 592 people on staff. It controls $9 billion in assets between its 35,218 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 38 charities and foundations. Of its 35,218 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm provides 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. Fees for financial advisory services are based on which services the firm provides the client. However, fee types billed by Ameritas Advisory Services, LLC likely include some 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
David Bailey Work History
David has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Redbridge Financial
Ameritas Life Insurance Corp
American United Life
Oneamerica Securities
Mass Mutual Life Insurance Company
Mml Investors Services
Pruco Securities, LLC
The Prudential Insurance Company Of America
*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 Bailey 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
Lincoln, NE
Charlotte, NC
Tampa, FL
Exeter, CA
Overland Park, KS
Lincoln, NE
Los Angeles, CA
Appleton, WI
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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