William R. Poindexter

AMERITAS ADVISORY SERVICES

Bellaire, TX 77401

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CRD#: 2203266

Professional summary

William Ryan Poindexter, CFP®, ChFC®, CLU® is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Bellaire, Texas and AMERITAS INVESTMENT COMPANY, LLC located in Bellaire, Texas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. William has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 TO SELL FIXED INSURANCE PRODUCTS * M.D. FINANCIAL SERVICES; SAME AS BRANCH; INV REL; DBA FOR INSURANCE SALES; AGENT; START DATE=03/2005; HRS/MO=80; TRADING HRS/MO=80; SALES OF FIXED INSURANCE * MDDISABILITYQUOTES.COM; SAME AS BRANCH; INV REL; WEBSITE TO PROVIDE INFORMATION ON DISABILITY INSURANCE FOR PHYSICIANS AND REQUEST DISABILITY INSURANCE QUOTES; AGENT; START DATE=05/2012; HRS/MO=10; TRADING HRS/MO=5; SELL DISABILITY INSURANCE * W. RYAN POINDEXTER, CFP, CLU, CHFC; SAME AS BRANCH; INV REL; INSURANCE AGENT LICENSED TO SELL FIXED INSURANCE PRODUCTS; AGENT; START DATE=03/1992; HRS/MO=80; TRADING HRS/OM=80; SALE OF FIXED INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ryan Poindexter'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®

CFP^®

Certified Financial Planner

Start date: 1998

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 5555 West Loop S Ste 500, Bellaire, TX 77401

RIA

CRD#: 317245

Bellaire, TX

Current

April 3, 2012 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 5555 West Loop S Ste 500, Bellaire, TX 77401

CRD#: 14869

Bellaire, TX

Past

April 30, 2012 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

LINCOLN, NE

Past

March 11, 2005 - March 30, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

HOUSTON, TX

Past

March 11, 2005 - March 30, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

HOUSTON, TX

Past

July 24, 1998 - March 16, 2005

INDEPENDENT ADVISERS GROUP CORP

RIA

CRD#: 106684

HOUSTON, TX

Past

October 9, 1997 - March 15, 2005

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

September 2, 1997 - March 15, 2005

OSAIC FS, INC.

RIA

CRD#: 3870

HOUSTON, TX

Past

September 2, 1997 - September 24, 1997

OSAIC FS, INC.

CRD#: 3870

Past

May 30, 1996 - August 29, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

February 9, 1996 - March 8, 1996

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

March 4, 1992 - December 31, 1995

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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".

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.

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

Arizona
(2/4/2025)

Pennsylvania
(7/9/2020)

Texas
(4/16/2012)

IAR

Texas
(11/1/2021)

Utah
(7/16/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/13/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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 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	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.

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William R. Poindexter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ryan Poindexter's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

INDEPENDENT ADVISERS GROUP CORP

OSAIC FS, INC.

OSAIC FS, INC.

OSAIC FS, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

JOHN HANCOCK DISTRIBUTORS LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/13/1992

SIE

Date: 10/1/2018

Series 7

Date: 3/2/1992

Series 24

Date: 1/2/2023

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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