James
Piazza
Ameritas Advisory Services, LLC
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About this Advisor
James Piazza is a financial advisor who works out of Toledo, Ohio who has 2 years of relevant experience. Piazza is on the advisory team at Ameritas Advisory Services, LLC. Throughout their career, they have worked at Wilcox Financial/Wilcox Sports Management, Bowling Green State University, Ameritas Investment Corp, Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Piazza has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio and Texas. Ameritas Advisory Services, LLC is an advisory business that has its headquarters in Lincoln, NE. The company has offices in 248 locations and a total of 592 employees. It controls $9 billion in total assets among its 35,218 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 38 charitable organizations. Of its 35,218 customer accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. The firm offers a diverse set 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. Financial management fees usually vary depending on the type of financial services provided. Fees charged by Ameritas Advisory Services, LLC can include 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
James Piazza Work History
James has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Life Insurance Corp
Wilcox Financial/Wilcox Sports Management
Ameritas Investment Corp
Bowling Green State University
*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 James Piazza 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
Placerville, CA
Lincoln, NE
Overland Park, KS
Tampa, FL
Lincoln, NE
Greensboro, NC
Appleton, WI
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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