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Andy B Phillips

Ameritas Advisory Services, LLC

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About Andy B Phillips

Andy Phillips is a financial advisor with Ameritas Advisory Services, LLC, who has been working in the financial services industry since August 2019. Andy is registered to offer investment advice in Arizona and Texas. Andy holds Series 63, 65, and 6TO securities licenses. Andy also holds the SIE exam. Andy's primary office is in Flagstaff, AZ. Andy is also a consultant for Young and Associates, Inc. and Arizona Federal Credit Union.

Firm Information

Andy Phillips is currently registered with Ameritas Advisory Services, LLC. Ameritas Advisory Services, LLC is an investment advisor headquartered in Lincoln, Nebraska. They provide a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and retirement plans. The firm has over 10 billion dollars in regulatory assets under management and serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Ameritas Advisory Services, LLC

5900 O STREET

LINCOLN, NE 68510

$10.29B

Assets Under Management

1,054

Total Clients

507

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Andy Phillips’s Registration & Firm History

AZ

11/01/2021 - Present

Ameritas Advisory Services, LLC (Flagstaff AZ)

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Licenses & Designations

IA

Issued 03/19/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andy B Phillips.
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