Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.
Areas of Practice
Advisor Information
Office location
101 S Elm St Ste 220, Greensboro, NC, 27401
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Angela is a member of Carty Properties, LLC, managing a rental house, but spends minimal time on it. She also serves as Secretary/Treasurer/Agent at Southeast Financial Services, Inc., dedicating full-time hours to client service, business operations, and accounting.