David Randall Guttery
Investment adviser representative at Ameritas Advisory Services, LLC
28 yearsExperience
3 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you David Randall Guttery? Claim your profile
Contact this firm
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
28 years in the industry.
- Insource Financial AdvisorsJan 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Keystone Financial GroupJul 2006 to now
- Ameritas Investment Corp.Oct 2003 to now
- Ameritas Life Insurance CorpOct 2003 to now
- The Ascent GroupMay 2021 to Aug 2021
- Nowlin & AssociatesJan 1998 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (AL, NE, 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
- 2229460
- Firm CRD
- 317245