Malinda Starr Williams
Investment adviser representative at Ameritas Advisory Services, LLC
10 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
10 years in the industry.
- Ameritas Advisory Services, LLCMar 2022 to now
- Ameritas Investment Company, LLCMar 2022 to now
- Family Housing Advisory ServicesMay 2021 to now
- Mvest Wealth PartnersJul 2019 to now
- The Afp GroupFeb 2022 to Mar 2026
- Guardian Life InsuranceOct 2019 to Jan 2022
- Park Avenue SecuritiesOct 2019 to Jan 2022
- Guardian Life Insurance CompanyAug 2019 to Sep 2019
- Park Avenue SecuritiesAug 2019 to Sep 2019
- Northwestern Mutual Investment Services LLCJun 2019 to Aug 2019
- Northwestern Mutual Life Insurance CompanyMay 2019 to Aug 2019
- Samuel DowdyApr 2019 to May 2019
- Northwestern Mutual Investment Services LLCMay 2018 to Apr 2019
- Paul LudackaApr 2018 to Apr 2019
- TIAAApr 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 5232257
- Firm CRD
- 317245