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Richard S

Series 63, Series 65

Aledo, TX

Ameritas Advisory Services, LLC

Richard Spence is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Ameritas Investment Company, LLC and Ameritas Life Insurance Corp. Outside of finance, he is involved in music performance, recording, and teaching, volunteering for charitable organizations through his performances, and he also operates a construction and remodeling business. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a platform approach that integrates in-house and third-party managers, offering both discretionary and non-discretionary programs including model portfolios and advisory solutions.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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