Roland
Rusich
Ameritas Advisory Services, LLC
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About this Advisor
Roland Rusich is a financial advisor operating in Mandeville, Louisiana who has 2 years of relevant experience. Rusich is on the advisory team at Ameritas Advisory Services, LLC. Over the course of their career, they have held roles at New England Securities, Ameritas Investment Corp, Rusich & Associates Inc, Rental Property and Ameritas Advisory Services, LLC. Rusich has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Louisiana and Texas. Ameritas Advisory Services, LLC is a financial advisory company operating out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 financial advisors. It oversees $9 billion in assets under management across its 35,218 accounts, making it one of the largest firms in the country by assets under management. The firm advises 38 charitable organizations. Of its 35,218 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a diverse range 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. Financial management fee schedules typically vary depending on which services are provided. However, fees billed by Ameritas Advisory Services, LLC most likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
Roland Rusich Work History
Roland has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Rental Property
New England Securities
Rusich & Associates 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 Roland Rusich 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
San Ramon, CA
Dewitt, MI
Sudbury, MA
Los Angeles, CA
Placerville, CA
Dallas, TX
Greensboro, NC
Tampa, FL
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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