Quinton
Storm

Ameritas Advisory Services, LLC

CRD#7062985
Investment Advisor
in Tulsa, OK

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About this Advisor

Quinton Storm is a financial advisor based in Tulsa, Oklahoma, working with Ameritas Advisory Services, LLC. Quinton has previously held positions at Guardian Life Insurance Company, Regent Bank, Oklahoma State University, Anspire, Ameritas Life Insurance Corp, Ameritas Investment Corp, Concierge Care LLC, Midtown Wealth Management, Ameritas Advisory Services, LLC, and Storm Capital LLC. Quinton has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Quinton 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

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

1443 S Norfolk Ave
Tulsa, OK 74120

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

OK Average: 226
Total Number of Accounts

39,033

OK Average: 7,467
Average Account Size

$263,605

OK 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

Quinton Storm Work History

2022 - Present (2 years)

Storm Capital LLC

2021 - Present (3 years)

Midtown Wealth Management

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2019 - Present (5 years)

Ameritas Life Insurance Corp

2019 - Present (5 years)

Ameritas Investment Corp

2019 - 2019 (< 1 year)

Guardian Life Insurance Company

2019 - 2021 (2 years)

Concierge Care LLC

2018 - 2019 (1 year)

Regent Bank

2017 - 2018 (1 year)

Oklahoma State University

2016 - 2017 (1 year)

Anspire

2014 - 2018 (4 years)

Oklahoma State University

Disclosures

Please visit the SEC profile of Quinton Storm 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

Jori Guzhuna
New York, NY
Erika Osborn
Eagle, WI
Elizabeth Reilly
Newport, RI
David Beltz
Carnegie, PA
Melissa Schorr
Lincoln, NE
Anthony Cheng
San Jose, CA
Quinton Storm
Tulsa, OK
Tayton Bair
Flagstaff, 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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