Daniel
Billings

Ameritas Advisory Services, LLC

CRD#4950542
Investment Advisor
in Greensboro, NC

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About this Advisor

Daniel Billings is a financial advisor who works in Greensboro, North Carolina who has 2 years of industry experience. Billings is an advisor for Ameritas Advisory Services, LLC. Their career trajectory has included roles at Ameritas Investment Corp, Southeast Financial Services, Inc, Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Billings holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina and Texas. Ameritas Advisory Services, LLC is an advisory company based out of Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It controls $9 billion in assets between its 35,218 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 38 charities and foundations. Of its 35,218 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. Ameritas Advisory Services, LLC offers 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 are based on which service is offered. Fee types billed by Ameritas Advisory Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

101 S Elm St Ste 220
Greensboro, NC 27410

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

NC Average: 226
Total Number of Accounts

35,218

NC Average: 7,467
Average Account Size

$242,342

NC 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

Daniel Billings Work History

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

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2013 - Present (11 years)

Ameritas Investment Corp

2013 - Present (11 years)

Southeast Financial Services, Inc

2013 - Present (11 years)

Ameritas Life Insurance Corp

*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 Daniel Billings 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

Clemens Szymanowski
Perrysburg, OH
Ricky Small
Lincoln, NE
Salvatore Lombardi
Westborough, MA
Catherine Jones
Lincoln, NE
Donald Wilson
Orange Park, FL
Gordon Thorn
Overland Park, KS
Corey Boerner
Salisbury, MD
Adam Bettis
Overland Park, KS

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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