Richard Spence, financial advisor Aledo TX

Richard Spence

CRD Number: 2086210
Current Firm: Ameritas Advisory Services, LLC

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.

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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
Contact Info for Richard C. Spence
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    8,535
    MILLIONS
  • Total Number of Accounts
    35,218
    ACCOUNTS
  • Average Account Value
    $242,342
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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