Wanda Caffrey (CRD# 2976967) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Lincoln, NE and has over 26 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
Insource Inc. | Lavista, NE | Dec 2020 - Current | 3 |
Insource Financial Advisors | Lincoln, NE | Jun 2019 - Current | 4 |
Polaris Financial Services | Lincoln, NE | Feb 2009 - Current | 15 |
Ameritas Life Insurance Corp. | Lincoln, NE | Dec 2002 - Current | 21 |
Ameritas Investment Corp | Lincoln, NE | Dec 2002 - Current | 21 |
Mary Kay | Lincoln, NE | Jun 2001 - Current | 22 |
Insource | Lincoln, NE | May 2013 - Jun 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1998 |
S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- NE
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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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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