Nicholas
Smith
Ameritas Advisory Services, LLC
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About this Advisor
Nicholas Smith is a financial advisor operating out of Dallas, Texas. Smith is an advisor for Ameritas Advisory Services, LLC. Over the course of their career, they have held roles at White Rock Fellowship, Garden City Church, Penco Oil Company, Parental Care Ministries, Ameritas Advisory Services, LLC, Foster Financial Group, Smith Financial Services, LLC, Penco Partners, LLC, Smith Aviation, LLC and Canvas Financial. Smith has a Series 65 license, certifying them as an investment advisor representative, and can work in Texas. Ameritas Advisory Services, LLC is a registered investment firm that has its headquarters in Lincoln, NE. The firm has offices in 248 locations and a total of 592 advisors. It oversees $9 billion in total assets between its 35,218 client accounts, placing it among 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 clients who have more than $1 million in assets available to invest. The business performs a number of services, including 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 usually vary depending on the type of services. Fee types billed 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
Nicholas Smith Work History
Nicholas has been registered as a financial advisor for 0 years.*
Ameritas Advisory Services, LLC
Foster Financial Group
Smith Financial Services, LLC
Canvas Financial
Penco Partners, LLC
Smith Aviation, LLC
White Rock Fellowship
Garden City Church
Parental Care Ministries
Penco Oil Company
*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 Nicholas 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
Exeter, CA
Westborough, MA
Tampa, FL
Dewitt, MI
San Ramon, CA
Lincoln, NE
Los Angeles, CA
Greensboro, NC
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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