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Kent James Teixeira

Ameritas Advisory Services, LLC

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About Kent James Teixeira

Kent James Teixeira is a registered investment advisor representative with Ameritas Advisory Services, LLC, located in Oroville, California. Kent has been in the financial services industry since June 1, 1997. Prior to joining Ameritas, Kent was employed by PRUCO SECURITIES CORPORATION in NEWARK, NJ. Kent holds FINRA Series 6, 7, 24, 53, and 63 licenses and the SIE designation. Kent also holds the Series 66 license. Kent specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and charitable organizations. Kent is an inventor and holds a patent for a product for outdoor landscape use. Kent is active in the community and is a member of several professional organizations.

Firm Information

Kent Teixeira 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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Kent Teixeira’s Registration & Firm History

CA

11/01/2021 - Present

Ameritas Advisory Services, LLC (Oroville CA)

NJ

05/19/1997 - 01/05/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 08/08/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2002

Series 24 - General Securities Principal Examination

BC

Issued 09/04/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2002

Series 7 - General Securities Representative Examination

BC

Issued 05/12/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kent James Teixeira.
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