Ricky
Small
Ameritas Advisory Services, LLC
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About this Advisor
Ricky Small is a financial advisor based in Lincoln, Nebraska, working with Ameritas Advisory Services, LLC. Ricky has previously held positions at Ameritas Investment Corp, Insource Financial Advisors, Ameritas Life Insurance Corp, and Ameritas Advisory Services, LLC. Ricky has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska and Texas. Currently, Ricky 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
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
Ricky Small Work History
Ameritas Advisory Services, LLC
Insource Financial Advisors
Ameritas Life Insurance Corp
Ameritas Investment Corp
Disclosures
Please visit the SEC profile of Ricky Small to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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