Samuel
Nelson-Archer

Ameritas Advisory Services, LLC

CRD#2586538
Investment Advisor
in Bellaire, TX

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About this Advisor

Samuel Nelson-Archer is a chartered financial consultant operating in Bellaire, Texas who has 2 years of industry experience. Nelson-Archer is currently employed by Ameritas Advisory Services, LLC. Throughout their career, they have worked at Ameritas Investment Corp, Ameritas Life Insurance Corp, Md Financial Services, Ama Insurance Agency, Ameritas Life Insurance Corp Of New York, Mddisabilityquotes.Com, Mdfs Physicians Network, American Bar Insurance Plan Consultants, Md Disability And Life Insurance Consulting, Doctor And Surgeon Benefit Network LLC, Crisp Advisory, Southeast Financial Services and Ameritas Advisory Services, LLC. Nelson-Archer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Ameritas Advisory Services, LLC is a business that has its headquarters in Lincoln, NE. The firm has offices in 248 locations and a total of 592 financial advisors. It has $9 billion in total assets across its 35,218 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 38 charities and foundations. Of its 35,218 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs a number of services, such as 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. Fees for financial advisory services typically depend on the financial services. However, fees billed by Ameritas Advisory Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

2 years

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

5555 West Loop South Suite 500
Bellaire, TX 77401

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

TX Average: 226
Total Number of Accounts

35,218

TX Average: 7,467
Average Account Size

$242,342

TX 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

Samuel Nelson-Archer Work History

Samuel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2020 - Present (4 years)

Southeast Financial Services

2019 - Present (5 years)

Crisp Advisory

2013 - Present (11 years)

American Bar Insurance Plan Consultants

2012 - Present (12 years)

Mddisabilityquotes.Com

2010 - Present (14 years)

Ameritas Investment Corp

2010 - Present (14 years)

Ameritas Life Insurance Corp

2010 - Present (14 years)

Ameritas Life Insurance Corp Of New York

2010 - Present (14 years)

Mdfs Physicians Network

2010 - Present (14 years)

Doctor And Surgeon Benefit Network LLC

2000 - Present (24 years)

Md Financial Services

2013 - 2016 (3 years)

Md Disability And Life Insurance Consulting

2006 - 2014 (8 years)

Ama Insurance Agency

*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 Samuel Nelson-Archer 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

Christopher Riel
San Ramon, CA
Louay Elhadj
Placerville, CA
Elizabeth Fowlks
Sudbury, MA
Jaclyn Bautista
Tampa, FL
Greggory Glass
Overland Park, KS
Daniel Billings
Greensboro, NC
Amanda Ross
Appleton, WI
Craig Hausz
Dallas, TX

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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