Richard Spence (CRD# 2086210) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Aledo, TX and has over 16 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Solutions LLC | Laplace, LA | Jul 2022 - Current | 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Company, LLC | Lincoln, NE | Feb 2013 - Current | 11 |
| Ameritas Life Insurance Corp | Lincoln, NE | Feb 2013 - Jul 2022 | 9 |
| Horse Breeder & Trainer | Aledo, TX | Jan 1998 - Dec 2021 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- TX
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Total Assets Under Management10,289MILLIONS
-
Total Number of Accounts39,033ACCOUNTS
-
Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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