Adan Herrera Diaz
Investment adviser representative at Ameritas Advisory Services, LLC
20 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Adan Herrera Diaz? 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
20 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Canvas FinancialAug 2018 to now
- Fresco Financial Advisers, LLCAug 2018 to now
- Ameritas Investment Corp.Jun 2006 to now
- Ameritas Life Insurance CorpJun 2006 to now
- 20/20 Capital ManagementNov 2015 to Dec 2018
- 20/20 Financial Advisers LLCJan 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 2364989
- Firm CRD
- 317245