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757 advisors near
89143
within the area shown on the map
Out of 400,000+ nationwide
Bryon K
Series 63, Series 65
Las Vegas, NV
Guardian Life
Bryon Kibildis is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he has worked as a movie extra. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.
Michael H
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Michael Holm is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including World Financial Group and various consulting and business ventures. Outside of his advisory role, Holm is involved in consulting on business systems and operations, as well as managing a ranch in southern Utah that is being developed for horse facilities and alfalfa production. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.
Nohea M
Series 63, Series 65
Las Vegas, NV
GWN Securities Inc.
Nohea Malden is a financial advisor with GWN Securities Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining GWN Securities in 2018, Malden worked at Ameritas Investment Corp., Ccf Investments, Inc., and Capital Choice Financial Services. Outside of advisory work, Malden is involved in freelance portrait photography through Imago Dei 127 Photography. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.
Shelby M
Series 63, Series 65
Las Vegas, NV
Eagle Strategies (NY Life)
Shelby Mc Intyre is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 65 licenses and four years of industry experience. Shelby has worked with several firms, including NYLife Securities LLC and New York Life Insurance Company, and currently owns a business brokering non-registered insurance products. Additionally, Shelby is the author of "1Hundred Days," a self-help journal focused on mindset and personal challenges. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services largely emphasizing non-discretionary asset management and tailored solutions through various program types.
Derek B
Series 66
Las Vegas, NV
Empower Advisory Group
Derek Beutel is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked in mortgage lending and related fields at several firms including LoanDepot and PennyMac Loan Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, combining point-in-time financial plans with optional managed account solutions.
Robin B
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Robin Bundy is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles at multiple other organizations, including Senior Life Insurance Company and Champion Health, Inc. Bundy serves as secretary and voting board member of Spread the Aloha to the Kids.org, a nonprofit supporting orphans and disadvantaged children. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement investment strategies and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.
Paul J
Series 65
Las Vegas, NV
Concurrent Investment Advisors, LLC
Paul Janda is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation. He has no prior industry experience but has a background that includes operating The Janda Law Firm since 2018 and working at the Las Vegas Neurology Center since 2012. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other investment vehicles.
Christopher G
CFP®, Series 66
Las Vegas, NV
Wealth Enhancement Advisory Services, LLC
Christopher Giuliani is a CFP® professional with two years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at UBS Financial Services, JP Morgan Private Wealth Advisors, and First Republic. Giuliani served five years in the United States Marine Corps. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that combines passive and active managers, with portfolio oversight by an internal Investment Committee.
Sara O
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Sara Oatt is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at LPL Financial, Fidelity Investments, and TD Ameritrade. Outside of advisory work, she is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides fee-based wrap programs, proprietary and third-party model portfolios, and access to commission-based insurance and brokerage products.
Enrique A
Series 63, Series 65
Las Vegas, NV
Empower Advisory Group
Enrique Avila is a financial advisor with Empower Advisory Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services through proprietary recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning models and manages a large participant base relative to its adviser headcount.
Maximus N
Series 66
Las Vegas, NV
Focus Partners Wealth, LLC
Maximus Nguyen is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Churchill Management Group, Bancwest Investment Services, TD Ameritrade, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Emily E
Series 65
Las Vegas, NV
Mariner
Emily Ebel is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. Her prior firms include UBS Financial Services, Sequoia Financial Group, LLC, and Eide Bailly Financial Services, LLC. Before entering the financial sector, she spent 17 years in full-time education. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside administrative family office and employer financial wellness solutions.
Eric W
Series 63, Series 65
North Las Vegas, NV
VOYA Financial Advisors, Inc.
Eric Wyer is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also works with Voya Retirement Advisors and CUNA Mutual Group. VOYA Financial Advisors serves a broad range of clients, including individuals, institutional investors, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting through various program structures that emphasize non-discretionary, recommendation-based advice.
Jamee B
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Jamee Bateau is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. In addition to her advisory role, she owns Paladin Consulting LLC and Bateau Enterprise, providing general consulting and educational services in areas such as software, marketing, and programming. She also serves as a board member of the Do & Be Arts Academy of Excellence, a trade school focused on education for children. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network.
Benjamin A
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Benjamin Affleck is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has background in health insurance sales at Prestige Benefits and Insurance LLC. Outside of his advisory work, he has engaged in food delivery services with companies such as Uber Eats and DoorDash. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.
Keng T
Series 63, Series 65
Las Vegas, NV
Empower Advisory Group
Keng Taing is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and SWS Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Nicholas E
Series 66
Las Vegas, NV
Kestra Advisory
Nicholas Ellis is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Centaurus Financial Inc. for 10 years and has been involved with Dynamic Investment Strategies since 2011. He is also the owner of Battle Born Wealth Management, a tax planning and preparation business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Bo J
Series 66
North Las Vegas, NV
Citigroup Global Markets
Bo Jenkins is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Nevada State Bank (Zions Bancorp). He is based in Las Vegas, NV. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services.
William H
Series 63, Series 65
Las Vegas, NV
Brookstone Capital Management LLC
William Hinder is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Brookstone Capital Management in 2022, he held roles at Net Law Group Inc., Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he is the owner and founder of Sky Point Tax Pros, a tax preparation and planning business, and creates content as a participant in the YouTube Partner Program. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes a range of investment strategies, including strategic and dynamic asset allocation, ETFs, mutual funds, options-enhanced strategies, and proprietary funds, and operates a turnkey asset management platform serving a broad client base.
John B
ChFC®, Series 63
Las Vegas, NV
Eagle Strategies (NY Life)
John Balele is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a ChFC® designation and a Series 63 license, and has seven years of industry experience. Prior to his current role, he has worked with New York Life Insurance Co, NYLIFE Securities LLC, and operated an online VIP booking service for Las Vegas nightclubs through Vegas Made LLC. He also serves as a board member of the African Diaspora of Las Vegas, a nonprofit focused on supporting the local African diaspora community. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.
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757 advisors near
89143
within the area shown on the map
Out of 400,000+ nationwide