Brian Willey
Investment adviser representative at Ameritas Advisory Services, LLC
33 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
33 years in the industry.
- Patriot Growth Insurance Services, IncMar 2026 to now
- Ameritas Advisory Services, LLCAug 2025 to now
- Ameritas Investment Company, LLCFeb 2023 to now
- Ifg (incisive Financial Group)Oct 2022 to now
- Business Benefits GroupJan 2021 to now
- Human CircuitJan 2014 to Jan 2023
- Pfs Investments IncJun 2011 to Aug 2022
- Primerica Financial ServicesSep 1993 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 2410971
- Firm CRD
- 317245