Keith Gillies, financial advisor Laplace LA
86 score

Keith Gillies

CRD Number: 1250689
Current Firm: Ameritas Investment Corp

Keith Gillies (CRD# 1250689) is an Investment Advisor Representative working at Ameritas Investment Corp in Laplace, LA and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Afp Group, LLC Houston, TX Nov 2015 - Current 1
United Wealth Advisors Group, LLC Laplace, LA Jan 2014 - Current 2
Wealth Solutions, LLC Laplace, LA Mar 2013 - Current 3
The Pension Center, LLC Laplace, LA Feb 2013 - Current 3
Ashar Group Laplace, LA Jul 2012 - Current 4
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp. Lincoln, NE Jun 2006 - Current 10
River Parishes Advisors Group LLC Laplace, LA Jan 2000 - Current 16
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Feb 2000 - Dec 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Keith M. Gillies
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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

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BADGES
86

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