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987 advisors near
89130
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Dominic N
Series 63, Series 65
Las Vegas, NV
IHT Wealth Management LLC
Dominic Nadeau Jr. is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as positions at LPL Financial, Private Advisor Group, and Mass Mutual Investors Services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm’s investment approach combines fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary model portfolios and discretionary mandates tailored to client objectives.
Kim D
Series 66
Las Vegas, NV
OneSeven
Kim Dyson is a financial advisor at OneSeven with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Red Oak Capital Management, Comprehensive Asset Management and Servicing, Hayden Royal, and Great Lakes Atlantic Wealth Management and Advisory Partners. In addition to her advisory work, she is also licensed as an insurance broker, offering life and health insurance, long-term care insurance, and fixed annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and private placements, and works with unaffiliated Independent Managers and third-party platforms.
Christian S
CFP®, CFA®, Series 66, Series 63
Las Vegas, NV
Lifeworks Advisors, LLC
Christian Smissen is a CFP® and CFA® charterholder affiliated with Lifeworks Advisors, LLC in Las Vegas, NV, with four years of industry experience. His prior roles include positions at Bauman Advisory Group, Arista Wealth Management, and multiple roles within Charles Schwab entities. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, and institutional clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified mutual funds, ETFs, third-party managers, and AI-supported research, and integrates tax and accounting capabilities alongside proprietary technology to support its advisory services.
Richard H
Series 63, Series 65
Las Vegas, NV
Nwf Advisory Services Inc
Richard Holtan is an investment advisor with NWF Advisory Services Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at The Ameriflex Group, Osaic, Interactive Financial Advisors, and Crown Capital Securities. In addition to his advisory work, he is president and owner of Financial Services Investment Corp of NV, which markets life insurance and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform with a focus on strategic long-term investing alongside tactical strategies.
Ryan P
Series 66
Las Vegas, NV
Stratos Wealth Advisors LLC
Ryan Paugh is a financial advisor at Stratos Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Advisors since 2017, following prior roles at Stratos Wealth Partners, J.P. Morgan Securities, Chase Investment Services Corp., and Raymond James & Associates. Outside of his advisory role, he is the owner of Paugh LLC, a financial advising business. Stratos Wealth Advisors is an SEC-registered multi-team advisory firm with approximately 71 advisors, managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering customized portfolio management and a variety of financial planning and consulting services.
Darrin H
Series 65, Series 66, Series 63
Las Vegas, NV
Trajan Wealth, L.L.C.
Darrin Hansen is a financial advisor at Trajan Wealth, L.L.C. with one year of industry experience. He holds the Series 65, Series 66, and Series 63 licenses. Prior to joining Trajan Wealth, he worked at Bank of America for eight years and Wells Fargo for five years. In addition to his advisory role, he also acts as an insurance agent as part of his employment. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retail investors, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ risk tolerances and other factors, and offers alternative private-market investments to eligible clients.
Andrew S
CFP®, Series 66
Las Vegas, NV
Nwf Advisory Services Inc
Andrew Santibanez is a CFP® professional with 12 years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc in Las Vegas, NV. His prior roles include positions at Crown Capital Securities, LP and JP Morgan Securities LLC. Outside of his advisory work, he owns Fiben Financial LLC, focusing on personal tax planning. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios with both long-term strategic and short-term tactical investment approaches.
Gary D
CFP®, ChFC®, Series 63, Series 66
Las Vegas, NV
Financial & Tax Architects, LLC
Gary Davis is a CFP® and ChFC® with 28 years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at Northwestern Mutual for 26 years. Davis also operates his own firm, Gary Davis, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and offers a sub-advisory business serving other registered investment advisers.
Trevor T
Series 65
Las Vegas, NV
Encompass More Asset Management LLC
Trevor Trebbien is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at JBP Group and TLG. In addition to his advisory role, he is an insurance agent with JBP Group. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.
Amanda W
Series 63, Series 66
Las Vegas, NV
Csenge Advisory Group, LLC
Amanda Woo is a financial advisor at Csenge Advisory Group, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down investment process, offering customized portfolio management through discretionary or model-based approaches.
Ricardo A
Series 63, Series 65
Las Vegas, NV
Foundations Investment Advisors LLC
Ricardo Alliman is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He is also involved in e-commerce through an ownership interest in an online retail business selling household and health products. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.
William N
Series 65
Las Vegas, NV
Financial Gravity Family Office Services, LLC
William Nelson is a Series 65-licensed financial advisor with 22 years of industry experience. He is currently associated with Financial Gravity Family Office Services, LLC and has held roles at Financial Gravity Asset Management, Inc., Forta Financial Group, Inc., and Eqis Capital Management. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, pension consulting, and educational services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across a variety of securities and frequently employs third-party sub-advisors and model portfolios.
Leo H
CFA®, Series 63, Series 65
Las Vegas, NV
RBC Securities, Inc
Leo Hamill is a CFA® charterholder with 28 years of industry experience. He is currently with RBC Securities, Inc. and previously worked at City National Securities, Inc. and City National Bank. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to an affiliated bank and related financial services, serving a diverse client base including high-net-worth individuals.
Jordan P
Series 66
Las Vegas, NV
SteelPeak Wealth, LLC
Jordan Peterson is a financial advisor at SteelPeak Wealth, LLC in Las Vegas, NV, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Prime Capital Financial, Capital Advisors, Inc., SkyOak Capital, Inc., and Edward Jones. SteelPeak Wealth, LLC serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm uses proprietary and custom model portfolios, alternative strategies, and private placement consulting to manage client assets, with specialized programs for accredited and qualified clients.
Erik A
Series 65, Series 63
Las Vegas, NV
Savvy
Erik Allison is a financial advisor at Savvy with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at Farther Finance Advisors, Skyfront Insurance, Skytree Partners, and EA Wealth. Outside of advising, he is a managing partner at Wealth Vision, LLC and a partner at Skyfront Insurance, LLC, where he offers insurance products. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans and incorporates advanced strategies and fintech tools, including tax-aware direct indexing and third-party sub-advisers.
Steven R
ChFC®, Series 63, Series 65
Las Vegas, NV
Redhawk Wealth Advisors, Inc.
Steven Roeth is a financial advisor at Redhawk Wealth Advisors, Inc. based in Las Vegas, NV, with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Roeth also serves as a bishop at the Southern Hills Church of Jesus Christ of Latter-Day Saints, providing temporal and spiritual support to members of his congregation. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm’s investment approach centers on strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and incorporates third-party signals for certain strategies while retaining final discretionary authority.
Michael G
Series 66
Las Vegas, NV
Vanderbilt Advisory Services
Michael Gonzales is a financial advisor at Vanderbilt Advisory Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Sands Corporate Development, Emprove, and Wynn Las Vegas. Outside of his advisory role, he serves as a Cost Analysis Engineer at Hatchwell Studios, contributing to construction cost data and development schedules. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, utilizing a strategic asset allocation process that combines fundamental, technical, and charting analysis.
David H
Series 65, Series 66
Las Vegas, NV
Nwf Advisory Services Inc
David Hehn is an investment advisor at NWF Advisory Services Inc with 18 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Crown Capital Securities. Outside of his advisory role, Hehn serves as a senior financial analyst for a private real estate group, where he builds financial budgets and models. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both wrap and non-wrap account programs. The firm operates an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.
Peter G
Series 63, Series 65
Las Vegas, NV
RBC Securities, Inc
Peter Giacona Jr. is a financial advisor with RBC Securities, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at City National Securities, U.S. Bancorp Investments, Ameriprise Financial Services, and J.P. Morgan Securities. Outside of his advisory work, he owns and operates a print-on-demand arts business on Etsy. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor and integrates services across a broad financial services group affiliated with a bank parent.
David S
Series 63, Series 65
Las Vegas, NV
Wedbush Securities Inc.
David Smith Jr. is a financial advisor with Wedbush Securities Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at Hilltop Securities Inc. for 14 years and M.L. Stern & Co., LLC for 4 years. Outside of his advisory role, he owns and manages a website that directs business to Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to a variety of clients including individuals, high-net-worth clients, institutions, and pooled investment vehicles. The firm offers a range of services such as wealth management, fixed income, commodities, capital markets, and portfolio management tailored to client objectives and risk tolerances.
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Finding advisors...
987 advisors near
89130
within the area shown on the map
Out of 400,000+ nationwide