David Robert Lucas
Investment adviser representative at Ameritas Advisory Services, LLC
36 yearsExperience
2 statesRegistered 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
36 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Bartolucas LLCJul 2021 to now
- Barto/lucas Insurance & Financial ServicesSep 2020 to now
- Ameritas Investment Corp.Jun 2006 to now
- Ameritas Life Insurance Corp.Jun 2006 to now
- David White & AssociatesMay 1990 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2135184
- Firm CRD
- 317245