Corey Jeff Raths
Investment adviser representative at Ameritas Advisory Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$13.7BFirm assets
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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
10 years in the industry.
- Northern Arizona UniversityAug 2023 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Ameritas Investment CorpJan 2018 to now
- Ameritas Life Insurance CorpJan 2018 to now
- Benefit and Financial Strategies, LLCJan 2018 to now
- Raymond James Financial Services Advisors Inc.Feb 2016 to Jan 2018
- Raymond James Financial ServicesJan 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4096666
- Firm CRD
- 317245