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
Halifaxx, PA 17032
Credentials
ChFC®, Series 63, Series 65
Industry experience
43 years
Flat or asset-based fees may be charged for financial planning and consulting services; specific amounts are not stated.
IARs may receive compensation in the form of commissions if insurance products are purchased through them.
Financial planning and consulting services may be offered on a fee basis, but specific hourly rates are not stated.
Ameritas Advisory Services, LLC
2023 - Present (3 years)
Aero Wealth LLC
2021 - Present (5 years)
Ameritas Advisory Services, LLC
2021 - 2023 (2 years)
The Ascent Group, LLC
2021 - 2023 (2 years)
Unbridled Wealth, LLC
2017 - 2020 (3 years)
Alpha Omega Wealth
2016 - Present (10 years)
Ameritas Life Insurance Corp of New York
2010 - Present (16 years)
Ameritas Life Insurance Company
2006 - Present (20 years)
Ameritas Investment Company, LLC
2006 - Present (20 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.
Series 63, Series 65
Palmyra, PA
Fidelity
Garrett Gillette is a Financial Consultant currently working at Fidelity Investments since 2023. He focuses on helping clients and their families develop and implement comprehensive financial plans tailored to their individual goals and objectives. Garrett has experience in various financial advisory roles, including Financial Advisor Senior Associate at Vanguard from 2021 to 2023, Financial Advisor at CUNA Brokerage Services from 2020 to 2021, and Licensed Relationship Banker at Citizens Securities Inc from 2017 to 2020. His professional background reflects a commitment to wealth planning and client education. Outside of his professional work, Garrett has personal interests in cars, cooking and baking, fitness, golf, outdoor adventures, and snowboarding.
Series 66
Palmyra, PA
Edward Jones
Series 66
Elizabethville, PA
Edward Jones
Series 66
Harrisburg, PA
Edward Jones
Series 66
Palmyra, PA
Edward Jones
Series 66
Halifax, PA
Edward Jones
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