Kurt
Davis
Ameritas Advisory Services, LLC
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About this Advisor
Kurt Davis is a financial advisor based in Clinton Township, Michigan, working with Ameritas Advisory Services, LLC. Kurt has previously held positions at Flagstar Bank / Essex National Securities, LLC, W&S Brokerage Services, Pruco Securities, LLC, The Prudential Insurance Company Of America, Equity Services, Inc, National Life Group, Regulus Financial Group, LLC, Regal Investment Advisors, LLC, Atkinson Insurance Group, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Ameritas Life Insurance Company, New Possibilities Financial Group, Ramblers Inc, Lexicon Tax Strategies, Davis Holdings, LLC, New Possibilities Medicare Solutions, Mass Mutual Life Insurance Co, and Mml Investors Services, LLC. Kurt has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Kurt is part of Ameritas Advisory Services, LLC, which operates out of Clinton Township, Michigan. 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
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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
Kurt Davis Work History
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Ameritas Life Insurance Company
Ramblers Inc
Lexicon Tax Strategies
New Possibilties Financial Group
New Possibilties Medicare Solutions
Davis Holdings, LLC
Regulus Financial Group, LLC
Regal Investment Advisors, LLC
Equity Services, Inc
National Life Group
Atkinson Insurance Group
Mml Investors Services, LLC
Mass Mutual Life Insurance Co
Pruco Securities, LLC
The Prudential Insurance Company Of America
W&S Brokerage Services
Flagstar Bank / Essex National Securities, LLC
Disclosures
Please visit the SEC profile of Kurt Davis 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
Melville, NY
Lincoln, NE
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Charlotte, NC
Carnegie, PA
Irvine, CA
Tulsa, OK
Surprise, AZ
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