James
Christensen

Ameritas Investment Company, LLC

CRD#1318509
Investment Advisor
in La Vista, NE

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About this Advisor

James Christensen is a financial advisor working in La Vista, Nebraska, who has 36 years of experience as a financial advisor. Christensen is currently employed by Ameritas Investment Company, LLC. The advisor has gained experience at Ameritas Investment Corp, Insource Inc, Ameritas Life Insurance Corp, Acacia Life Insurance, Union Central Life Insurance, Ameritas Life Insurance Corp Of New York, Insource Benefits Group and Insource Financial Advisors, LLC. Christensen maintains a Series 63 license, which qualifies them as a securities agent, and is able to work in Nebraska and Texas. Ameritas Investment Company, LLC is an advisory company headquartered in La Vista, Nebraska. The firm has offices in 243 locations and a total of 604 advisors. It administers $9 billion in total assets between its 31,262 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 98 charitable organizations. Of its 31,262 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. Ameritas Investment Company, LLC has a broad assortment 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. A financial advisor's fees depend on which services the firm provides the client. Fees charged by Ameritas Investment Company, LLC likely include any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

36 years

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, Commissions, Performance-based Fees, Others

Disclosures

No

Office Location

12329 Southport Pkwy Suite 101
La Vista, NE 68128

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Ameritas Investment Company, LLC Brokerage Details

Total Assets Under Management

$9,271,182,484

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

604

NE Average: 226
Total Number of Accounts

31,262

NE Average: 7,467
Average Account Size

$296,564

NE Average: $264,928

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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

James Christensen Work History

James has 36 years of experience.

2019 - Present (2 years)

Insource Financial Advisors, LLC

2012 - Present (9 years)

Insource Benefits Group

2007 - Present (14 years)

Ameritas Life Insurance Corp Of New York

1998 - Present (23 years)

Insource Inc

1988 - Present (33 years)

Ameritas Life Insurance Corp

1984 - Present (37 years)

Ameritas Investment Corp

2006 - 2011 (5 years)

Union Central Life Insurance

2003 - 2011 (8 years)

Acacia Life Insurance

Disclosures

James Christensen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameritas Advisory Services

Rebecca Schulter
Memphis, TN
Justin Ellenbecker
Lincoln, NE
Brandon Mann
Lincoln, NE
Karen Van Voorhis
Norwell, MA
Andrew Dover
Ephrata, PA
Barry Steim
W Des Moines, IA
Anna Pulgiano
Melville, NY
Juliet Barwick
San Ramon, CA

This content was compiled from the SEC and FINRA.

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