BH
Brian N. Hamel
AMERITAS ADVISORY SERVICES
Bangor, ME 04401
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CRD#: 5026292
BH
Professional summary
Brian N. Hamel is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Bangor, Maine and AMERITAS INVESTMENT COMPANY, LLC located in Presque Isle, Maine.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Brian has worked at 3 firms and has passed the Series 65, Series 63, 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 * THOMPSON-HAMEL LLC; SAME AS BRANCH; INV REL; FIXED INSURANCE, PAYROLL PROCESSING SERVICES; CHIEF OPERATING OFFICER; START DATE=04/2005; HRS/MO=80; TRADING HRS/MO=80; FIXED INSURANCE SALES, PAYROLL PROCESSING/DEVELOPMENT OVERSIGHT * Thompson Financial Group; 187 Exchange St, Bangor ME 04401; inv rel; fixed annuities, fixed indexed annuities, payroll processing, life insurance, disability insurance and long-term care insurance; Chief Operating Officer; start date=10/2020; hrs/mo=80; trading hrs/mo=80; employee/broker providing advice to clients on annuities and insurances
CRS (Client Relationship Summary) - RIA
Click below to view Brian N. Hamel'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: 187 Exchange St, Bangor, ME 04401Office #2: 99 Fort Fairfield Rd Ste 3, Presque Isle, ME 04769RIA
CRD#: 317245
Bangor, ME
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 99 Fort Fairfield Rd Ste 3, Presque Isle, ME 04769Office #2: 187 Exchange St, Bangor, ME 04401BD
CRD#: 14869
Presque Isle, ME
Past
July 21, 2016 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
January 12, 2006 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
PRESQUE ISLE, ME
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(2/23/2021)
RR
California(7/16/2021)
RR
Colorado(5/20/2011)
RR
Connecticut(5/23/2007)
RR
Florida(8/10/2010)
RR
Georgia(8/19/2014)
RR
Illinois(1/4/2008)
RR
Indiana(7/20/2017)
RR
Maine(6/30/2006)
IAR
Maine(11/1/2021)
RR
Maryland(8/28/2015)
RR
Massachusetts(1/9/2007)
RR
Minnesota(11/13/2008)
RR
Montana(9/23/2015)
RR
New Hampshire(1/9/2007)
RR
New Jersey(8/10/2017)
RR
New Mexico(1/13/2009)
RR
New York(1/7/2008)
RR
North Carolina(11/3/2017)
RR
Oregon(5/8/2017)
RR
Pennsylvania(7/16/2014)
RR
Rhode Island(4/25/2017)
RR
Texas(8/1/2023)
IAR
Texas(8/2/2023)
RR
Vermont(6/26/2020)
RR
Washington(8/12/2019)
RR
West Virginia(7/13/2017)
RR
Wisconsin(5/17/2019)
Exams
State Security Law Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Bangor, ME 04401TRUST BUT VERIFY
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