Thomas AlbersCRD Number: 2325
Current Firm: Ameritas Advisory Services, LLC
Thomas Albers (CRD# 2325) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Bradenton, FL and has over 28 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Advice And Planning Services
|Ameritas Advisory Services, LLC||Lincoln, NE||Nov 2021 - Current||< 1|
|Tap Insurance Agency||Cincinnati, OH||Feb 2012 - Current||10|
|Ameritas Investment Corp.||Lincoln, NE||Jun 2006 - Current||16|
|Ameritas Life Insurance Corp||Lincoln, NE||Jun 2006 - Current||16|
|Total Asset Planning||Bradenton, FL||Jun 1985 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1993|
|S66||NASAA Uniform Combined State Law Examination||Aug 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management9,451MILLIONS
Total Number of Accounts32,295ACCOUNTS
Average Account Value$292,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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