David Salley, financial advisor Lincoln NE
68 score

David Salley

CRD Number: 6383166
Current Firm: Ameritas Investment Corp

David Salley (CRD# 6383166) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp Lincoln, NE Jun 2016 - Current < 1
Salley Wealth Management Wellington, FL Jan 2016 - Current < 1
Triple Play Sports Association Wellington, FL Nov 2012 - Current 4
Edward Jones St Louis, MO Aug 2014 - May 2016 1
Lake Worth Christian School Boynton Beach, FL Jan 2012 - Aug 2014 2
Unemployed Wellington, FL Jul 2011 - Jan 2012 < 1
Volvo Aero Services / Vas Aero Boca Raton, FL May 2007 - Jul 2011 4
Target West Palm Beach, FL Jul 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for David Salley
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • FL
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
68

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