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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
20/20 Capital Management 3 years, 8 months Nov 2015 - Present
Playshopwin.Com 11 months Jan 2011 - Dec 2011
Union Central Life Insurance 5 years, 6 months Jun 2006 - Dec 2011
Ameritas Investment Corp. 15 years, 9 months Oct 2003 - Present
Ameritas Life Insurance Company 15 years, 9 months Oct 2003 - Present
20/20 Financial Advisers 22 years, 5 months Feb 1997 - Present
20/20 Financial Advisers of Orange County 22 years, 5 months Feb 1997 - Present
Acacia Life Insurance 16 years, 2 months Oct 1995 - Dec 2011
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Samir Chunilal Thakkar?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Jul 11, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Jul 11, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ameritas Investment Corp

Last updated on May 28, 2019
    • $5.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 22K
      Accounts
    • $233.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Performance-Based Fees
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