Noah Joseph Lohan
Investment adviser representative at Ameritas Advisory Services, LLC
11 yearsExperience
1 stateRegistered 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 Advisory Services, LLCApr 2025 to now
- Ameritas Investment Company, LLCFeb 2025 to now
- Insource Financial AdvisorsJan 2025 to now
- Keystone Financial GroupJan 2025 to now
- Mcmillan Financial ServicesJul 2024 to Aug 2024
- The Washington Trust CompanyMay 2023 to Aug 2023
- Race Rock Garden Co.May 2022 to Aug 2022
- University of AlabamaAug 2021 to Dec 2024
- UnemployedJun 2021 to Aug 2021
- Full-time StudentJan 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7960259
- Firm CRD
- 317245