Nathan
Moore

Ameritas Advisory Services, LLC

CRD#6051852
Investment Advisor
in Lincoln, NE

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About this Advisor

Nathan Moore is a financial advisor based in Lincoln, Nebraska, working with Ameritas Advisory Services, LLC. Nathan has previously held positions at Ameritas Life Insurance Corp, Ameritas Investment Corp, Insource, Tax Favored Benefits, Investment Advisors, Inc, Farm Bureau Financial Services, Fbl Marketing Services LLC, Poulosky & Associates/Afc, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Ameritas Insurance Corp, Ameritas Wealth Advisors, and Envision Wealth Network. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska and Texas. Currently, Nathan is part of Ameritas Advisory Services, LLC, which operates out of Lincoln, Nebraska. 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

Series 63, Series 65

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

6355 S 56Th St
Lincoln, NE 68516

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

NE Average: 226
Total Number of Accounts

39,033

NE Average: 7,467
Average Account Size

$263,605

NE 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

Nathan Moore Work History

2022 - Present (2 years)

Ameritas Investment Company, LLC

2022 - Present (2 years)

Ameritas Advisory Services, LLC

2022 - Present (2 years)

Ameritas Insurance Corp

2022 - Present (2 years)

Ameritas Wealth Advisors

2022 - Present (2 years)

Envision Wealth Network

2022 - 2022 (< 1 year)

Poulosky & Associates/Afc

2018 - 2022 (4 years)

Farm Bureau Financial Services

2018 - 2022 (4 years)

Fbl Marketing Services LLC

2017 - 2018 (1 year)

Tax Favored Benefits

2017 - 2018 (1 year)

Investment Advisors, Inc

2014 - 2017 (3 years)

Insource

2012 - 2018 (6 years)

Ameritas Investment Corp

2011 - 2018 (7 years)

Ameritas Life Insurance Corp

Disclosures

Please visit the SEC profile of Nathan Moore 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

Jonathan Goohs
Melville, NY
Meridith Carter
Lawrence, KS
Tayton Bair
Flagstaff, AZ
Branden Heins
Surprise, AZ
Michael Arthurs
Folsom, CA
Angela Taliaferro
San Francisco, CA
Quinton Storm
Tulsa, OK
Nicholas Smith
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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