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George Lu

Ameritas Advisory Services, LLC

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About George Lu

George Lu is a registered representative associated with Ameritas Advisory Services, LLC. George is registered with the state of California. George has passed the Uniform Combined State Law Examination. George has worked for New Cicero's Inc in San Jose, CA. George also worked for Santa Clara University in Santa Clara, CA and Lynbrook High School in San Jose, CA. George is currently registered with the firm Ameritas Advisory Services, LLC and holds the series 66 registration. George is licensed to offer insurance products. George's business is known as David White & Associates. George's business is also registered with the firm Ameritas Advisory Services, LLC and has been associated with Ameritas Advisory Services, LLC since January 2025. George also works for Ameritas Insurance Corp. since January 2025. George has a history of working in the insurance industry.

Firm Information

George Lu 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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George Lu’s Registration & Firm History

CA

01/15/2025 - Present

Ameritas Advisory Services, LLC (SAN RAMON CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Lu.
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