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Paul S
CFA®, Series 63
Rockville, MD
Ameritas Advisory Services, LLC
Paul Schneider is a CFA® charterholder with 17 years of industry experience. He is currently an advisor at Ameritas Advisory Services, LLC and also serves as managing director of Vector Financial Advisors LLC and Vector Recovery Group, LLC, where he provides business consulting and financial analysis to small businesses. Schneider is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.
Brian R
Series 63, Series 65
Rockville, MD
Ameritas Advisory Services, LLC
Brian Riley is a financial advisor at Ameritas Advisory Services, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameritas entities since 2003 and Acacia Financial Advisors LLC since 1993. He is also a licensed independent insurance agent specializing in fixed insurance products, including life, disability, long-term care insurance, and fixed annuities. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a mix of in-house and third-party investment strategies and maintains affiliations with Ameritas affiliates to support a broad range of advisory programs.
Phuoc D
Series 63, Series 65
Rockville, MD
Ameritas Advisory Services, LLC
Phuoc Dang is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently serves as president of US-Asia Links, a firm focused on international business consulting related to environment and clean water. Additionally, he advises on Asian Pacific American community issues as a commissioner and leads Acacia Financial Advisors LLC as president. 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 notable focus on plan sponsors and participants.
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