Nicholas
Smith
Ameritas Advisory Services, LLC
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About this Advisor
Nicholas Smith is a financial advisor based in Dallas, Texas, working with Ameritas Advisory Services, LLC. Nicholas has previously held positions at White Rock Fellowship, Garden City Church, Ameritas Advisory Services, LLC, Foster Financial Group, Smith Financial Services, LLC, Penco Partners, LLC, Smith Aviation, LLC, Canvas Financial, and Ameritas Investment Company, LLC. Nicholas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Nicholas is part of Ameritas Advisory Services, LLC, which operates out of Dallas, Texas. 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
Nicholas Smith Work History
Ameritas Advisory Services, LLC
Foster Financial Group
Smith Financial Services, LLC
Canvas Financial
Ameritas Investment Company, LLC
Penco Partners, LLC
Smith Aviation, LLC
White Rock Fellowship
Garden City Church
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.
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