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Luis O. Barrionuevo

AMERITAS ADVISORY SERVICES
Lake Placid, FL 33852
Some features on this profile are disabled
CRD#: 2132587
LB

Professional summary

Luis Orlando Barrionuevo, ChFC®, CLU®, who also goes by Lou Barrionuevo, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lake Placid, Florida and AMERITAS INVESTMENT COMPANY, LLC located in Lake Placid, Florida.

Luis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Luis has worked at 5 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 24 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lou Barrionuevo

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.
Apex Financial Services LLC; same as branch; inv rel; sale of fixed life, disability, long term care and health insurance and fixed annuities; Owner; start date=04/2021; hrs/mo=50; trading hrs/mo=50; agency manager overseeing the recruiting and development of new agents, some personal sales * Real Estate Rental; 3065 Legacy Vista Dr, Sevierville TN 37876; non-inv rel; vacation rental of our cabin; Owner; start date=08/2017; hrs/mo=2; trading hrs/mo=0; cabin rentals are handled by a third party property manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis Orlando Barrionuevo's CRS (Customer Relationship Summary).
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®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 188 E Interlake Blvd, Lake Placid, FL 33852
RIA
CRD#: 317245
Lake Placid, FL
Current

May 26, 2021 - Present

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Lake Placid, FL
Past

May 27, 2021 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Pembroke Pines, FL
Past

August 26, 2004 - April 29, 2021

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
Miramar, FL
Past

December 4, 2003 - April 29, 2021

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Miramar, FL
Past

April 22, 1991 - December 1, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 22, 1991 - December 1, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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
Florida
(5/26/2021)
IAR
Florida
(11/1/2021)
RR
Massachusetts
(8/30/2021)
RR
North Carolina
(2/16/2023)
RR
Ohio
(5/26/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 1/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/7/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/19/1991
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/22/2004
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/18/2001
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/29/1998
Investment Company Products/Variable Contracts Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)
AMERITAS WEALTH PLATFORM (9/19/2025)
GALAXY WRAP FEE BROCHURE (9/19/2025)
GALAXY II WRAP FEE BROCHURE (9/19/2025)
CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
07/23/2024
Cover Page
Report
07/27/2023
Cover Page
Report

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#: 317245Lake Placid, FL 33852

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