Ricky
Small

Ameritas Advisory Services, LLC

CRD#1453704
Investment Advisor
in Lincoln, NE

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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

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

390 N Cotner Blvd
Lincoln, NE 68505

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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

Ricky Small Work History

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2019 - Present (5 years)

Insource Financial Advisors

2017 - Present (7 years)

Ameritas Life Insurance Corp

2013 - Present (11 years)

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.

Financial Advisors at Ameritas Advisory Services, LLC

Orlando Cruz
Charlotte, NC
David Beltz
Carnegie, PA
Paul Mattke
Milton, FL
Nicholas Smith
Dallas, TX
Branden Heins
Surprise, AZ
Jonathan Goohs
Melville, NY
Quinton Storm
Tulsa, OK
Tyler Mainquist
Lincoln, NE

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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