Ray
Smith
Ameritas Advisory Services, LLC
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About this Advisor
Ray Smith is a chartered financial consultant working in Stillwater, Oklahoma with a total of 2 years of industry experience. Smith is an advisor for Ameritas Advisory Services, LLC. Over the course of their career, they have held roles at Ray Smith Wealth Management, Inc, Tax Favored Benefits, Ray Smith Wealth Management, Ameritas Advisory Services, LLC, Tfb Advisors, LLC, Ameritas Investment Corp and Ameritas Life Insurance Corp. Smith has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alaska, Oklahoma and Texas. Ameritas Advisory Services, LLC is a financial advisory company headquartered in Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It administers $9 billion in assets across its 35,218 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 38 charitable organizations. Of its 35,218 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a broad range 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 charged by financial advisors depend on the type of services offered. Fees charged by Ameritas Advisory Services, LLC may include any blend of 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
Ray Smith Work History
Ray has been registered as a financial advisor for 2 years.*
Tfb Advisors, LLC
Ameritas Advisory Services, LLC
Tax Favored Benefits
Ray Smith Wealth Management
Ameritas Investment Corp
Ameritas Life Insurance Corp
Ray Smith Wealth Management, Inc
*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 Ray 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
San Ramon, CA
Dewitt, MI
Los Angeles, CA
Tampa, FL
Placerville, CA
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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