Darcy
Yocum
Ameritas Advisory Services, LLC
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About this Advisor
Darcy Yocum is a financial advisor based in Lincoln, Nebraska who has 2 years of relevant experience. Yocum is an advisor for Ameritas Advisory Services, LLC. Throughout their career, they have worked at Ameritas Investment Corp, Namaste Retirement Consultants, Yocum & Associates, LLC, Central Financial Services/Afc, Yocum Wealth Management, Yocum Cattle Company, LLC, Ameritas Life Insurance Corp, Yocum & Associates, Ameritas Financial Center, The Planning Group, Ameritas Advisory Services, LLC, Envision Wealth Network and Ameritas Wealth Advisors. Yocum has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Iowa and Nebraska. Ameritas Advisory Services, LLC is an advisory business that has its headquarters in Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It has $9 billion in assets between its 35,218 client accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 38 charities and foundations. Of its 35,218 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a diverse range 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. Fees for financial management typically vary depending on which service is provided. Fee types billed by Ameritas Advisory Services, LLC can include 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
Darcy Yocum Work History
Darcy has been registered as a financial advisor for 2 years.*
Envision Wealth Network
Ameritas Wealth Advisors
Ameritas Advisory Services, LLC
Ameritas Financial Center
The Planning Group
Ameritas Life Insurance Corp
Central Financial Services/Afc
Ameritas Investment Corp
Yocum & Associates, LLC
Yocum Wealth Management
Yocum Cattle Company, LLC
Namaste Retirement Consultants
Yocum & Associates
*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 Darcy Yocum 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
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Greensboro, NC
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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