Anthony ChengCRD Number: 6242405
Current Firm: Ameritas Advisory Services, LLC
Anthony Cheng (CRD# 6242405) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in San Jose, CA and has over 8 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Ameritas Advisory Services, LLC||Lincoln, NE||Nov 2021 - Current||< 1|
|Ameritas Investment Corp||Lincoln, NE||Apr 2015 - Current||6|
|Ameritas Life Insurance Corp||Lincoln, NE||Mar 2015 - Current||6|
|Thrive Wealth Solutions, LLC||San Jose, CA||Feb 2015 - Current||6|
|Cornerstone Financial Partners||San Jose, CA||Feb 2015 - Apr 2017||2|
|The Prudential Insurance Company Of America||San Jose, CA||Mar 2014 - Mar 2015||1|
|Pruco Securities LLC||San Jose, CA||Mar 2014 - Mar 2015||1|
|Waddell & Reed Inc.||Campbell, CA||Sep 2013 - Mar 2014||< 1|
|Unemployed||Milpitas, CA||May 2007 - Sep 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management7,769MILLIONS
Total Number of Accounts27,982ACCOUNTS
Average Account Value$277,631
- 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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