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Luis B
ChFC®, Series 63
Lake Placid, FL
Ameritas Advisory Services, LLC
Luis Barrionuevo is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. He has been with Ameritas and its affiliated entities since 2021, following five years at Principal Life Insurance Co. Outside of his advisory role, he owns and manages Apex Financial Services LLC, focusing on insurance sales and recruiting, and also owns a vacation cabin rental managed by a third party. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.
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