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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
Canvas Financial 5 months, 3 weeks Aug 2018 - Present
20/20 Financial Advisers LLC 1 year, 2 months Nov 2017 - Present
20/20 Capital Management, Inc 1 year, 2 months Nov 2017 - Present
Ameritas Life Insurance Corp 1 year, 2 months Nov 2017 - Present
Ameritas Investment Corp 1 year, 2 months Nov 2017 - Present
Cetera Advisors LLC 4 years, 9 months Jan 2013 - Oct 2017
Multi-Financial Securities Corporation 11 years, 9 months Mar 2001 - Dec 2012
Bartley A. Corfee Dba Corfee & Associates 26 years Jan 1993 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Bartley Corfee

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 22, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 3, 2019
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 Dec. 12, 2018
    • $4.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
      Accounts
    • $522.0K
      Estimated Average Account Balance

Fees

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