Tanner B Singleton
Investment adviser representative at Ameritas Advisory Services, LLC
11 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
11 years in the industry.
- Ameritas Investment Company, LLCMar 2024 to now
- Ameritas Advisory Services, LLCFeb 2024 to now
- Central Ohio Financial Management GroupFeb 2024 to now
- Dupont Wealth Solutions, LLCSep 2021 to Jan 2024
- Tattletale Portable AlarmsMay 2019 to Sep 2021
- PriorauthnowFeb 2018 to Feb 2019
- Cap City Diner & BarJun 2017 to Jan 2018
- 8 State BistroFeb 2017 to May 2017
- Quaker Steak & LubeNov 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7495055
- Firm CRD
- 317245