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  • Form CRS
    • Ameritas Investment Company Form CRS
    • Ameritas Advisory Services Form CRS
Benz Financial David White & Associates
  • Home
  • Services
  • About Us
  • Client Login
  • State Bar of California
  • Contact Us
  • Form CRS
    • Ameritas Investment Company Form CRS
    • Ameritas Advisory Services Form CRS

Form CRS

A recent FAQ posted by the SEC stated that websites used by financial professionals and promoting the products
and services offered through their firm (AIC and/or AAS) would be required to prominently post a link to Form
CRS. As such, below are links to both the AIC and AAS Form CRS.

Ameritas Investment Company, LLC | Form CRS
Ameritas Advisory Services, LLC | Form CRS
  • Financial Services
  • Investment Planning
  • Tax & Accountancy
  • Insurance Guidance
  • Asset Management
  • Brokerage
  • Careers
  • Contact Us

Quick contact info

2000 Crow Canyon Place, Ste 250, San Ramon, CA 94583
[email protected]
(925) 446-1785 (Calls Only)

Categories

  • Uncategorized
  • Financial Services
  • Investment Planning
  • Tax & Accountancy
  • Insurance Guidance
  • Asset Management
  • Brokerage
  • Careers
  • Contact Us
Check the background of this investment professional at Brokercheck.com
Check the background of this investment professional at Brokercheck.com

Representatives offers products and services using the following business names: David White & Associates – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates

Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation. Trades cannot be communicated to your Representative by e-mail, fax or regular mail as the transaction may not be executed on a timely basis. Please contact your Representative by telephone to request trades and do not use e-mail to send confidential information or time-sensitive instructions.  Performance quoted does not guarantee future results. Please refer to your regular periodic statement for complete information. The content of your e-mail is not private as it is subject to review.

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