Richard Cole
Investment adviser representative at Ameritas Advisory Services, LLC
12 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
12 years in the industry.
- Ameritas Advisory Services, LLCMay 2026 to now
- Ameritas Investment Company, LLCMay 2026 to now
- Cf Advisors GroupMay 2026 to now
- LPL Financial LLCMay 2025 to May 2026
- Cuso Financial Services, LPAug 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Aug 2024
- UnemployedJan 2024 to Jun 2024
- Charales Schwab & Co., Inc.Mar 2020 to Jan 2024
- Charles Schwab BankMar 2020 to Jan 2024
- PNC InvestmentsJul 2019 to Mar 2020
- UnemployedJan 2018 to Jul 2019
- Citizens Securities, Inc.Mar 2016 to Jan 2018
- Citizens FinancialOct 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 4625843
- Firm CRD
- 317245