David Bryan Romero
Investment Adviser Representative at Ameritas Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Bryan Romero is an investment adviser representative with Ameritas Advisory Services, LLC in Shreveport, LA, where they have been registered since 2021. They have worked in the securities industry since 1987 and have been registered with 4 firms, including Ameritas Advisory Services and Carillon Investments, Inc. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Louisiana and Texas.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas
- Broker:
13 states and territories
Arkansas, Florida, Georgia, Indiana, Kentucky, Louisiana, Mississippi, North Carolina, North Dakota, Oklahoma, Tennessee, Texas, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameritas Investment Company, LLCJun 2006 – no end date reportedLincoln, NE
- Executive Financial PlanningJul 2007 – no end date reportedShreveport, LA
- Ameritas LIFE Insurance Corp.Jun 2006 – no end date reportedLincoln, NE
- Ameritas Advisory Services, LLCNov 2021 – no end date reportedLincoln, NE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ameritas Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- First $250,0002.00%
- $250,001 – $500,0001.75%
- $500,001 – $750,0001.50%
- $750,001 – $1,000,0001.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 551
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Lincoln, NE
- SEC file number:
- 801-55153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Ameritas Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Bryan Romero has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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