Michael
Smith
Ameritas Advisory Services, LLC
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About this Advisor
Michael Smith is a financial advisor based in Tulsa, Oklahoma, working with Ameritas Advisory Services, LLC. Michael has previously held positions at Cetera Advisor Networks, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Ameritas Life Insurance Co, Abundant Life Wealth Strategies, Midtown Wealth Management, Ameritas Investment Company, LLC, Ameritas Insurance Corp, and Ameritas Advisory Services, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Michael is part of Ameritas Advisory Services, LLC, which operates out of Tulsa, Oklahoma. 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
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
Michael Smith Work History
Midtown Wealth Management
Ameritas Investment Company, LLC
Ameritas Insurance Corp
Ameritas Advisory Services, LLC
Abundant Life Wealth Strategies
Hornor Townsend & Kent Inc
Penn Mutual Life Insurance Co
Cetera Advisor Networks
Ameritas Life Insurance Co
Disclosures
Please visit the SEC profile of Michael Smith 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
Charlotte, NC
Plano, TX
Flagstaff, AZ
Surprise, AZ
Melville, NY
Carnegie, PA
Tulsa, OK
Dallas, TX
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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