Christopher Phillips
Investment adviser representative at Ameritas Advisory Services, LLC
13 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
13 years in the industry.
- Ameritas Advisory Services, LLCJun 2026 to now
- Ameritas Investment Company, LLCJun 2026 to now
- Ameritas Life Insurance CorpJun 2026 to now
- Phillips Family Investors, Inc dba Mosquito Shield of Nw AtlantaJan 2024 to now
- VoyaMar 2024 to Jun 2026
- Mutual of OmahaJul 2022 to Nov 2023
- Ldi-map LLCFeb 2022 to Jun 2022
- LdintelligenceOct 2021 to Jun 2022
- Cuna Brokerage ServicesApr 2013 to Jul 2021
- Cuna Mutual GroupApr 2013 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (GA, NE).
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
- 4188739
- Firm CRD
- 317245