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 based in Greensboro, North Carolina, working with Ameritas Advisory Services, LLC. Daniel has previously held positions at Ameritas Investment Corp, Southeast Financial Services, Inc, Ameritas Life Insurance Corp, and Ameritas Advisory Services, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Daniel is part of Ameritas Advisory Services, LLC, which operates out of Greensboro, North Carolina. 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 66

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

$10,289,301,520

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

545

NC Average: 226
Total Number of Accounts

39,033

NC Average: 7,467
Average Account Size

$263,605

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

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

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

Michael Arthurs
Folsom, CA
Meridith Carter
Lawrence, KS
Elizabeth Reilly
Newport, RI
David Beltz
Carnegie, PA
Jori Guzhuna
New York, NY
Angela Taliaferro
San Francisco, CA
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

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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