Dee
James

Ameritas Advisory Services, LLC

CRD#4525217
Investment Advisor
in Granbury, TX

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About this Advisor

Dee James is a financial advisor who works in Granbury, Texas who has 2 years of relevant experience. James is an employee of Ameritas Advisory Services, LLC. James has gained experience at Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, Tax Favored Benefits, Ameritas Advisory Services, LLC, Tfb Advisors, LLC and 3J Financial LLC. James maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Kansas and Texas. Ameritas Advisory Services, LLC is an advisory business operating out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 advisors. It controls $9 billion in total assets across its 35,218 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 38 charitable organizations. Of its 35,218 accounts, just 2% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business provides a number 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 vary depending on which services the firm provides the client. However, fee types charged by Ameritas Advisory Services, LLC likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

Granbury, TX

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

TX Average: 226
Total Number of Accounts

35,218

TX Average: 7,467
Average Account Size

$242,342

TX 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

Dee James Work History

Dee has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Tfb Advisors, LLC

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2021 - Present (3 years)

3J Financial LLC

2006 - Present (18 years)

Ameritas Investment Company, LLC

2006 - Present (18 years)

Ameritas Life Insurance Corp

2004 - Present (20 years)

Tax Favored Benefits

*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 Dee James 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

Clemens Szymanowski
Perrysburg, OH
Joshua Moskowitz
Centreville, VA
Seth Edgil
Trussville, AL
Patrick Kim
Los Angeles, CA
Elizabeth Fowlks
Sudbury, MA
Craig Hausz
Dallas, TX
Amanda Ross
Appleton, WI
Louay Elhadj
Placerville, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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