Patrick
Pillsbury

Ameritas Advisory Services, LLC

CRD#1073794
Investment Advisor
in Chico, CA

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About this Advisor

Patrick Pillsbury is a financial advisor based in Chico, California who has 1 year of relevant experience. Pillsbury is currently employed by Ameritas Advisory Services, LLC. Throughout their career, Pillsbury has worked at Pillsbury Associates Insurance & Benefits, Securities America, Inc, Securities America Advisors, Inc, Ameritas Investment Company, LLC, Ameritas Life Insurance Company, Ameritas Advisory Services, LLC and Capstone Financial Group. Pillsbury has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Ameritas Advisory Services, LLC is a registered investment company that has its headquarters in Lincoln, NE. The company has offices in 248 locations and a total of 592 employees. It controls $9 billion in assets under management among its 35,218 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. The company performs a diverse array 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 typically depend on which services the firm provides the client. However, fee types charged by Ameritas Advisory Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

680 Rio Lindo Ave Ste 60
Chico, CA 95926

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

CA Average: 226
Total Number of Accounts

35,218

CA Average: 7,467
Average Account Size

$242,342

CA 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

Patrick Pillsbury Work History

Patrick has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ameritas Investment Company, LLC

2022 - Present (2 years)

Ameritas Life Insurance Company

2022 - Present (2 years)

Ameritas Advisory Services, LLC

2015 - Present (9 years)

Capstone Financial Group

1990 - Present (34 years)

Pillsbury Associates Insurance & Benefits

2009 - 2022 (13 years)

Securities America, Inc

2009 - 2022 (13 years)

Securities America Advisors, Inc

*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 Patrick Pillsbury 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

Salvatore Lombardi
Westborough, MA
Clemens Szymanowski
Perrysburg, OH
Christopher Riel
San Ramon, CA
Louay Elhadj
Placerville, CA
Amanda Ross
Appleton, WI
Seth Edgil
Trussville, AL
Daniel Billings
Greensboro, NC
Patrick Kim
Los Angeles, CA

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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