Adan Diaz (CRD# 2364989) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Indianapolis, IN and has over 30 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Fresco Financial Advisers, LLC | Indianapolis, IN | Aug 2018 - Current | 5 |
| Canvas Financial | Indianapolis, IN | Aug 2018 - Current | 5 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Current | 17 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jun 2006 - Current | 17 |
| 20/20 Capital Management | Costa Mesa, CA | Nov 2015 - Dec 2018 | 3 |
| 20/20 Financial Advisers LLC | Indianapolis, IN | Jan 2014 - Dec 2018 | 4 |
| Interpreter/translator Work | Indianapolis, IN | Mar 2006 - Dec 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- IN
- TX
-
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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