Advisor at Ameritas Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameritas Advisory Services, LLC
Location
Lake Placid, FL
Credentials
ChFC®, Series 63
Industry experience
34 years
Luis Barrionuevo is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. He has worked at Ameritas Advisory Services and related Ameritas entities since 2021, and previously was with Principal Life Insurance Co. and Principal Securities Inc. from 2016 to 2021. Outside of advisory work, he owns and manages Apex Financial Services LLC, where he oversees recruiting and development of new agents in addition to personal sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery
$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program
Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis
Lake Placid, FL
Florida
Ameritas Advisory Services, LLC
2021 - Present (5 years)
Ameritas Investment Company, LLC
2021 - Present (5 years)
Apex Financial Services LLC
2021 - Present (5 years)
Ameritas Life Insurance Corp
2021 - Present (5 years)
PRINCIPAL LIFE INSURANCE CO
2016 - 2021 (5 years)
Principal Securities INC
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Lake Placid, FL
James A. Colley, Inc.
Series 66
Lake Placid, FL
J. W. Cole Advisors, Inc.
Series 66
Lake Placid, FL
Edward Jones
CFP®, Series 66
Lake Placid, FL
Edward Jones
CFP®, Series 66
Lake Placid, FL
Edward Jones
Series 66
Lake Placid, FL
Edward Jones
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