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857 advisors near
89084
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Out of 400,000+ nationwide
Zachary R
Series 66
Las Vegas, NV
Eagle Strategies (NY Life)
Zachary Rigdon is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a Series 66 designation and has 21 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2005. He has been with Eagle Strategies since 2011. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and corporate entities, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and emphasizes tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.
Brian H
Series 65, Series 63
Las Vegas, NV
Empower Advisory Group
Brian Hand is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 65 and Series 63 designations. His career includes roles at GWFS Equities, Seeman Holtz, Dennis W Wilson Insurance Agency Inc, and Ameritas Investment Corp. Outside of finance, he is a stakeholder in Tosi Health, a health and wellness company. 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 services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Janet C
Series 63, Series 65, Series 66
Las Vegas, NV
Empower Advisory Group
Janet Corral is a financial advisor with Empower Advisory Group in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. Her career includes roles at Empower Financial Services and multiple Hartford entities dating back to 2003. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services linked closely to Empower’s recordkeeping and administrative platforms.
Garrett B
Series 66
Las Vegas, NV
Citigroup Global Markets
Garrett Berry is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, following roles at Wells Fargo Clearing and Bank of America. Outside of his advisory work, he is involved in managing several rental properties. 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 through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles.
Tyler V
Series 66
Las Vegas, NV
CWM, LLC
Tyler Vogele is a financial advisor with CWM, LLC, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Carson Wealth, True North Financial, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.
Edward L
Series 66
North Las Vegas, NV
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Edward Laskin is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and over 25 years of industry experience. He has worked with United Planners since 2010 and currently serves as Vice President of the Club Aliante HOA Board in North Las Vegas, NV. His prior experience includes roles at AMS Retirement Solutions and Executive Insurance & Financial Services. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent advisors. The firm employs a variety of custodians and third-party money managers to offer both advisory and brokerage services, with a majority of assets managed on a non-discretionary basis.
Gregory K
Series 63, Series 65
Las Vegas, NV
Centaurus Financial, Inc.
Gregory Kinkead is a financial advisor at Centaurus Financial, Inc. in Las Vegas, NV, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Kinkead is the founder and CEO of Kinkead Wealth Management and Annuities Made Simple, both focused on investment services and financial education through marketing campaigns and client workshops. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized services including the management of annuity and variable life sub-accounts.
Thomas L
Series 63, Series 65
Las Vegas, NV
Commonwealth Financial Network
Thomas Lintemuth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 registrations and 42 years of industry experience. He has been with Commonwealth since 2017 and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he is involved as a partner in a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing services.
Jason B
Series 66
Las Vegas, NV
Empower Advisory Group
Jason Brummett is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at GWFS Equities, Inc. since 2022, and at Prudential Investment Management Services and Prudential Insurance Company of America since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage and IRA account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.
June L
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
June Liao is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and was employed at Nu Skin from 2023 to 2025. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, delivering solutions through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.
Daniel M
Series 65, Series 63
Las Vegas, NV
Independent Financial Group, LLC
Daniel Mann is a financial advisor with Independent Financial Group, LLC in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior experience includes roles at Kalos Capital, Kalos Management, Cornerstone Wealth Management, and The Somerset Group, Inc. He also serves as an insurance agent outside of his work at Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a model-driven approach combining strategic asset allocation with multi-manager portfolios across a range of risk profiles.
Lloyd C
Series 65, Series 63
Las Vegas, NV
Transamerica Financial Advisors
Lloyd Coleman is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held various roles within Transamerica Financial Advisors and its affiliates since 2017 and is also associated with WealthWave and Art of Insurance. Outside of his advisory work, he has involvement with insurance sales through affiliated companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.
Jeremy Shih Chieh C
Series 66
Las Vegas, NV
J.P. Morgan Securities
Jeremy Shih Chieh Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Duke University and Health System. Outside of finance, he owns Oyako PC, a business focused on custom PC building and PC components refurbishment and resale. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with a centralized manager‑solutions team and an ESG eligibility framework.
Tina Marie T
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Tina Marie Trihub is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked extensively with Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.
William P
Series 63, Series 65
Las Vegas, NV
Merrill
William Pickering is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Steven B
Series 63, Series 66
Las Vegas, NV
Ameriprise
Steven Brundage is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 designations with 30 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, he is involved in music distribution and sells original songs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Rodolfo A
Series 63, Series 66
Las Vegas, NV
Merrill
Rodolfo Acosta Jr. is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. His career also includes a position at Premier Trust, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
James H
CFP®, ChFC®, Series 63, Series 65
Las Vegas, NV
Cetera
James Hatcher is a financial advisor at Cetera with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cetera and its affiliates since 2013. Outside of advising, he is the founder and president of the Partners in Ministry Expressing Compassion Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
William S
Series 66
Las Vegas, NV
Raymond James Financial
William Scarlett is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience, including a lengthy tenure at Equitable Advisors, LLC. He is also involved as a partner in RWS Ventures, LLC, an investment entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced risk profiling and modeling tools to support client decision-making.
Steven C
Series 63, Series 65, Series 66
Las Vegas, NV
Ameriprise
Steven Cahoon is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.
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857 advisors near
89084
within the area shown on the map
Out of 400,000+ nationwide