Preston Riley Speece
Investment adviser representative at Ameritas Advisory Services, LLC
21 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Preston Riley Speece? 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
21 years in the industry.
- Envision Wealth NetworkOct 2022 to now
- Ameritas Wealth AdvisorsSep 2022 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Investment Company, LLCJan 2020 to now
- Ameritas Life Insurance Corp.Jan 2020 to now
- Securian Financial Services, IncFeb 2005 to Jan 2020
- Heritage Financial GroupJan 2005 to Jan 2020
- Minnesota Life Insurance CompanyJan 2005 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (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
- 2607555
- Firm CRD
- 317245