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1,629 advisors near
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Out of 400,000+ nationwide
Sandra M
Series 65
Las Vegas, NV
Redhawk Wealth Advisors, Inc.
Sandra Mazonas is a financial advisor at Redhawk Wealth Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Financial Fitness Group, LLC and SLM Tax Services. In addition to her advisory role, she has been involved with Sustainable Growth LLC since 2017. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation monitored by an investment committee and offers specialized services such as captive insurance company account management.
Marshall M
Series 66
Las Vegas, NV
The AmeriFlex Group
Marshall Moua is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial Inc., and The Boiling Crab. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.
Gregory G
Series 63, Series 65
Las Vegas, NV
Gradient Advisors, LLC
Gregory Griffin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His work history includes positions at Brookstone Capital Management, Griffin Investment Services, and his own firm, Griffin Advisory Services, which he has owned and operated since 2006, dedicating approximately 75% of his time to financial planning and insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives, employing a largely non-discretionary model and utilizes various analytical methods to align portfolios with client objectives and risk tolerance.
Frank C
Series 63, Series 65
Las Vegas, NV
International Assets Investment Management, LLC
Frank Carbone is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also president of United Wealth Management, a private label entity for financial business based in Las Vegas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may recommend options hedges or rebalancing to meet client objectives.
Kyra Gayle L
Series 63, Series 65
Las Vegas, NV
Savvy
Kyra Gayle Luu is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Farther Finance Advisors, Goldman Sachs, and Ameriprise Financial Services. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and sub-adviser allocations.
Robert L
Series 66
Las Vegas, NV
Advisor Share Wealth Management, LLC
Robert La Spada is a Series 66 credentialed advisor with 14 years of industry experience. He is affiliated with Advisor Share Wealth Management, LLC and has worked at Wealth Watch Advisors and Brookstone Capital Management, LLC. Outside of his advisory work, he is involved in commercial and residential real estate brokerage and has roles related to insurance and precious metals sales. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios to implement client strategies on both discretionary and non-discretionary bases.
James V
Series 63, Series 65
Henderson, NV
Redhawk Wealth Advisors, Inc.
James Volpe is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Redhawk Wealth Advisors, he worked at Archer Investment Corporation and H.D. Vest Insurance and Investment Services. In addition to his advisory work, he owns Financial Fitness Group, LLC, a tax preparation and accounting service, and Golden Fox Agency, LLC, an insurance sales business. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach involves strategic and tactical asset allocation across various asset classes, with portfolios reviewed by a weekly investment committee.
Terry J
Series 66
Las Vegas, NV
Advisory Services Network
Terry Jackson is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 13 years. Outside of advising, he owns and operates Precision Tree Care, a tree trimming and landscaping business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing various investment strategies tailored to clients' objectives and risk tolerances.
Brian F
Series 66
Las Vegas, NV
The Wealth Consulting Group
Brian Foley is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. Outside of his advisory role, Foley is involved as a part-time tennis coach and bookkeeper at a local tennis center. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mix of active and passive investment strategies tailored to client goals and risk tolerances, and offers services including discretionary portfolio management, financial planning, and access to third-party money managers.
Amy J
Series 63, Series 65
Henderson, NV
Transce3nd LLC
Amy Joslin is a financial advisor at Transce3nd LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Realta Equities, Wealth Strategies Advisory Group, and Center Street Securities. Joslin is involved with multiple entities within the Wealth Strategies business family. Transce3nd LLC serves a broad range of clients including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.
Debra N
Series 66
Las Vegas, NV
IHT Wealth Management LLC
Debra Nadeau is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at LPL Financial, Private Advisor Group, Mass Mutual Investors Services, and MSI Financial Services. She is also involved with ChenoaZuri, Corp, a business entity for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach combining fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.
Christine S
Series 63, Series 66
Las Vegas, NV
The Wealth Consulting Group
Christine Soscia is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at WCG Wealth Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Soscia is also involved in selling fixed life insurance outside of her advisory role. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of management options, supported by legal-service pathways and a dedicated portfolio-model group.
Jordan L
Series 66
Las Vegas, NV
RBC Securities, Inc
Jordan Luedke is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He previously worked at Robert W. Baird & Co from 2016 to 2022 and has been with City National Securities, Inc. since 2022. Outside of his advisory work, he serves as a board member for the City of Henderson Parks and Recreation Board and is a member of Vegas Young Professionals. He also acts as a non-public arbitrator for FINRA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through its investment advisory program, which uses strategies implemented by an affiliated sub-advisor, RBC Rochdale, and benefits from integration within a broad financial services group.
Patrick G
CFP®, Series 63
Henderson, NV
Modern Wealth Management, LLC
Patrick Giddens is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC. His prior experience includes roles at Wade Financial Advisory and Johnson Lyman Wealth Advisors. Outside of his advisory work, he provides professional tax return preparation services and offers financial education consulting primarily to military service members and their families. Modern Wealth Management provides investment advisory and integrated planning services to a wide range of clients, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax planning, estate-planning assistance, and insurance solutions.
Michael M
Series 63, Series 65
Las Vegas, NV
Stratos Wealth Advisors LLC
Michael Ma is a financial advisor with Stratos Wealth Advisors LLC in Las Vegas, NV. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining Stratos in 2021, he spent 19 years with TIAA-CREF and Tiaa. Outside of his advisory role, Ma is a partner and wealth advisor at Emeritus Wealth Management, an investment-related business based in Philadelphia. Stratos Wealth Advisors is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a variety of financial planning and portfolio management services through a network of supervised independent advisory representatives.
James B
Series 66
Henderson, NV
Integrated Advisors Network LLC
James Burdett is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 credential and bringing 13 years of industry experience. His career includes roles at The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also involved in insurance sales and serves as Vice President at Select Wealth Advisers. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment strategies and third-party manager platforms.
Amanda D
Series 63, Series 66
Las Vegas, NV
Impact Partnership Wealth, LLC
Amanda Devilbiss Fuller is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Rightpath Wealth Management, One Wealth Map, LLC (doing business as H&H Retirement Design and Management and H&H Tax and Business Advisors), Lewis Stefani Group, and Voya Financial Advisors, Inc. She is also involved in insurance sales through JDL Enterprises LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including acting as a sub-adviser to other registered investment advisers. The firm offers portfolio management and financial planning solutions, managing approximately $3 billion through a large network of investment adviser representatives and multiple offices.
Le Dawn G
Series 63, Series 66, Series 65
Henderson, NV
Mutual Of Omaha Investor Services, Inc.
Le Dawn Gries is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Fisher Investments, Equitable Distributors, LLC, AXA Distributors, LLC, and National Planning Holdings. She also works as an insurance agent focusing on wholesaling variable and fixed annuities, life, health, and senior health insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.
Taina G
Series 63, Series 65
Las Vegas, NV
The AmeriFlex Group
Taina Gude is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 24 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and Waddell & Reed, Inc. She is involved in several community organizations, including serving as newsletter editor for the Boulder City Republican Women and holding leadership roles with the Boulder City Lions Club and Boulder Business Development. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
James B
Series 65, Series 63
Las Vegas, NV
Verity Asset Management
James Bischoff is a financial advisor with Verity Asset Management based in Las Vegas, NV. He holds the Series 65 and Series 63 designations and has been working in the industry since 2016, including roles at Universal Retirement and Simplicity Investments. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion and serving a diverse client base that includes individuals, retirement plan sponsors, institutional clients, and other registered investment advisers. The firm employs a largely model-based investment process with a tactical asset allocation approach, providing discretionary portfolio management, retirement consulting, and sub-advisory services.
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Finding advisors...
1,629 advisors near
89074
within the area shown on the map
Out of 400,000+ nationwide