Allen, TX Office

Team
Updated today

Client AUM

$13,158,090,937

Clients

29,363

Advisors

2

Of 549 advisors across 275 offices

Location

1050 S Central Expressway, Ste 1250

Allen TX 75013

Advisors at this office

2

Advisors at this office

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Derek T

Series 66

Allen, TX

Ameritas Advisory Services, LLC

Derek True is a Series 66-licensed financial advisor with six years of industry experience, currently with Ameritas Advisory Services, LLC. He has been associated with the Ameritas group of companies since 2011, including roles at Ameritas Investment Company and Ameritas Life Insurance Corp. Outside of his advisory work, he serves as President of the National Association of Insurance and Financial Advisors-Dallas, Inc. (NAIFA-Dallas). 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 range of investment programs, including model portfolios and third-party subadvisers, and integrates offerings across Ameritas affiliates.

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

Series 63, Series 66

Allen, TX

Ameritas Advisory Services, LLC

Arnolds Grava is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates The DI Center, LLC, an insurance brokerage specializing in disability, life, annuities, health, long-term care, group, and critical illness insurance. Additionally, he is the founder and owner of My PFTM, a personal financial task management software developed to support the sales process. 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 custom strategies, with a notable focus on plan sponsors and participants, supported by firm-level affiliations and a range of custody and product arrangements.

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