WM
William C. Moore
AMERITAS ADVISORY SERVICES
CENTREVILLE, VA 20121
Some features on this profile are disabled
CRD#: 1777828
WM
Professional summary
William Clayton Moore, CFP®, who also goes by Bill Moore, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Centreville, Virginia and AMERITAS INVESTMENT COMPANY, LLC located in Centreville, Virginia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. William has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Moore
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * WC MOORE FINANCIAL SERVICES, LLC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; FOUNDER/PRESIDENT; START DATE=01/2006; HRS/MO=160; TRADING HRS/MO=160; LIFE INSURANCE SALES, ANNUITY SALES, AND FINANCIAL PLANNING * PROFESSIONAL BOWLING; NON-INV REL; SAME AS BRANCH; PROFESSIONAL BOWLING; START DATE=10/2022; HRS/MO=8; TRADING HRS/MO=4; BOWL IN TOURNAMENTS AROUND THE COUNTRY
CRS (Client Relationship Summary) - RIA
Click below to view William Clayton Moore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 13880 Braddock Rd Ste 211, Centreville, VA 20121RIA
CRD#: 317245
CENTREVILLE, VA
Current
October 31, 2003 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 13880 Braddock Road Ste 211, Centreville, VA 20121BD
CRD#: 14869
Centreville, VA
Past
September 30, 2004 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
July 5, 2002 - September 30, 2004
THE ADVISORS GROUP, INC.
RIA
CRD#: 14035
FAIRFAX, VA
Past
December 16, 1987 - October 31, 2003
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/31/2003)
RR
Arizona(10/31/2003)
RR
California(10/31/2003)
RR
Colorado(10/31/2003)
RR
Connecticut(8/13/2015)
RR
Delaware(3/22/2012)
RR
District of Columbia(10/31/2003)
RR
Florida(10/31/2003)
RR
Georgia(10/31/2003)
RR
Indiana(1/14/2013)
RR
Kansas(7/11/2019)
RR
Louisiana(7/11/2019)
RR
Maryland(10/31/2003)
RR
Massachusetts(1/5/2021)
RR
Montana(3/19/2009)
RR
Nevada(6/3/2005)
RR
New Jersey(4/1/2005)
RR
New Mexico(1/9/2024)
RR
New York(10/31/2003)
RR
North Carolina(10/31/2003)
RR
Ohio(7/12/2019)
RR
Oklahoma(7/11/2019)
RR
Oregon(10/31/2003)
RR
Pennsylvania(10/31/2003)
RR
South Carolina(10/12/2005)
RR
Tennessee(7/19/2017)
RR
Texas(10/31/2003)
IAR
Texas(1/2/2024)
RR
Utah(1/9/2024)
RR
Virginia(10/31/2003)
IAR
Virginia(11/1/2021)
RR
Washington(10/31/2003)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Centreville, VA 20121TRUST BUT VERIFY
Monitor William Moore
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
