Patrisha Lee
Investment adviser representative at Ameritas Advisory Services, LLC
15 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Trutrak PlanningSep 2019 to now
- Ameritas Investment CorpAug 2019 to now
- Ameritas Life Insurance CorpAug 2019 to now
- Plsh, Llc/dba Capital Financial ArchitectsMay 2015 to now
- Southern Methodist UniversityMay 2011 to now
- Guardian Life InsuranceMay 2016 to Aug 2019
- Park Avenue SecuritiesMay 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624182
- Firm CRD
- 317245