TrueAdvisor
TrueAdvisor
AS
AS

Amy Dannis Starkey

Ameritas Advisory Services, LLC
31 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Ameritas Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K

Location

1880 Waycross Road, Cincinnati, OH, 45240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 3 mos
Ameritas Investment Company, LLC
June 2006 - Present · 19 yrs 8 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
June 2003 - June 2006 · 3 yrs
Carillon Investments, INC.Broker
January 1998 - June 2006 · 8 yrs 5 mos
Ohio National Equities, INC.Broker
March 1997 - May 1997 · 2 mos
The O.N. Equity Sales CompanyBroker
April 1994 - December 1997 · 3 yrs 8 mos
State Registrations2 states
INOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.