Luke James Gilliam
Investment adviser representative at Ameritas Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Luke James Gilliam? 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
13 years in the industry.
- Ameritas Advisory Services, LLCAug 2026 to now
- Ameritas Investment Company, LLCOct 2023 to now
- Ameritas Life Insurance Corp.Aug 2022 to now
- Carillon GroupApr 2020 to now
- Dealer Benefit Service Inc.Apr 2020 to now
- Full-time EducationOct 2013 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7329586
- Firm CRD
- 317245