ES
Eric D. Stevens
AMERITAS ADVISORY SERVICES
Exeter, CA 93221
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CRD#: 3009864
ES
Professional summary
Eric Donovan Stevens is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Exeter, California and AMERITAS INVESTMENT COMPANY, LLC located in Exeter, California.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Eric has worked at 3 firms and has passed the Series 66, SIE and Series 7 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 * Canvas Financial; same as branch; inv rel; financial advisors; Associate Advisor; start date=09/2018; hrs/mo=170; trading hrs/mo=100; support for Garrett German-meeting preparation, trading * Harvest Wealth Group; same as branch; inv rel; financial planning, insurance and investments; Associate Financial Advisor/Insurance Agent; start date=01/2019; hrs/mo=160; trading hrs/mo=160; assist primary advisor Garrett German with servicing his existing client base, prepare financial plans
CRS (Client Relationship Summary) - RIA
Click below to view Eric Donovan Stevens'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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 160 S E St, Exeter, CA 93221RIA
CRD#: 317245
Exeter, CA
Current
May 31, 2013 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 160 S E St, Exeter, CA 93221BD
CRD#: 14869
Exeter, CA
Past
July 13, 2018 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
June 28, 2016 - January 2, 2019
20/20 CAPITAL MANAGEMENT, INC
RIA
CRD#: 281692
Exeter, CA
Past
June 26, 2013 - December 31, 2016
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
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
Alaska(8/23/2019)
RR
Arizona(8/23/2019)
RR
California(6/26/2013)
IAR
California(11/1/2021)
RR
Colorado(9/3/2019)
RR
Florida(8/23/2019)
RR
Idaho(8/23/2019)
RR
Iowa(6/9/2022)
RR
Kansas(8/28/2019)
RR
Kentucky(8/27/2019)
RR
Massachusetts(6/7/2022)
RR
Michigan(4/9/2021)
RR
Nebraska(8/28/2019)
RR
New Hampshire(8/26/2019)
RR
New York(8/23/2019)
RR
North Carolina(8/28/2019)
RR
Oklahoma(8/23/2019)
RR
Oregon(9/30/2019)
RR
Pennsylvania(8/23/2019)
RR
Texas(8/30/2019)
IAR
Texas(11/1/2021)
RR
Utah(8/23/2019)
RR
Washington(8/22/2019)
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
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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
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.
