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1,513 advisors near
89148
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Out of 400,000+ nationwide
Cheryl C
Series 63, Series 66
Las Vegas, NV
Hightower Advisors
Cheryl Callahan is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2014. Based in Las Vegas, NV, her career includes over a decade at her current firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services.
Donald P
CFP®, ChFC®, Series 66
Las Vegas, NV
Guardian Life
Donald Pearson is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and a Series 66 license. He has six years of industry experience and a background that includes service in the United States Marine Corps. Outside of his advisory role, he owns Sail Away Enterprises LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services, offering a mix of proprietary and third-party programs.
Parand B
CFP®, Series 63, Series 66
Las Vegas, NV
PNC Wealth Management
Parand Baillie is a CFP® professional with seven years of industry experience, currently affiliated with PNC Wealth Management in Las Vegas, NV. Prior to joining PNC Wealth Management, Baillie held roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Premier Trust, and Wells Fargo. Baillie serves on the boards of The Compass, a nonprofit focused on nature-based grounding sites, and Neighborhood Housing Services of Southern Nevada, which works on affordable housing initiatives. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and delegated portfolio management using mutual funds and ETFs.
Teng D
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Teng Dante is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including tax preparation and estate planning services. His business activities include providing tax preparation assistance and offering bundled professional services related to estate planning. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem supported by multiple program platforms.
Danna J
Series 66
Henderson, NV
Hightower Advisors
Danna Jarvis is a financial advisor with Hightower Advisors in Henderson, NV, holding a Series 66 license and 18 years of industry experience. She has been with Hightower Advisors and Hightower Securities since 2012. Outside of her advisory role, she serves as an assistant basketball coach for a Clark County School District team. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to both affiliated and third-party managers, utilizing proprietary research and multi-manager strategies.
Clarizcel P
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Clarizcel Perez is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at multiple organizations, including Mindoula Health and Boys Town, where she serves as an in-home family consultant supporting at-risk youth and their families. Perez has been with Transamerica Financial Advisors and affiliated firms since 2013. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models.
Marc G
Series 63, Series 65
Las Vegas, NV
SPC
Marc Geller is a financial advisor at SPC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2008. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and manages approximately $5.66 billion in assets.
Robert K
Series 63, Series 65
Las Vegas, NV
Centaurus Financial, Inc.
Robert Kassel is a financial advisor with Centaurus Financial, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, Kassel serves as president of Portfolio Planners LLC, a holding company that manages administrative functions such as employee payroll and office expenses. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers various investment management strategies, retirement-plan consulting, and specialized advisory services through discretionary and non-discretionary arrangements.
Supra P
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Supra Plows is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Transamerica since 2012 and has also worked as an instructor at the Heartland Institute of Financial Education. Outside of his advisory role, he is an author of an e-book titled *A Simple Guide to Financial Health for Single Moms* and offers teaching on Biblical healing through social media platforms. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.
Rebecca W
Series 66
Las Vegas, NV
CWM, LLC
Rebecca Warnick is a financial advisor at CWM, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and operated her own CPA firm, The Warnick Group. Outside of her advisory work, she serves as the president of a local elementary school Parent Teacher Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-driven investment approach supported by an in-house Investment Committee and third-party resources.
Dale C
Series 65, Series 63
Las Vegas, NV
Transamerica Financial Advisors
Dale Caddick III is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at WealthWave, Net Law, WFGIA, Golden Gaming, and The Great American Pub. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.
Yevgeniy K
Series 66
Las Vegas, NV
Transamerica Financial Advisors
Yevgeniy Krasnov is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Health Care Service Corporation, Penn Mutual, and HarvestReact LLC, among others. Outside of advising, he is involved in healthcare as a pharmacist conducting medication reviews and works as an e-commerce consultant through HarvestReact LLC. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and brokerage services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options and operates as both a registered broker-dealer and RIA.
Michael M
Series 66
Las Vegas, NV
TIAA-CREF
Michael Mangino is a financial advisor with TIAA-CREF in Las Vegas, NV, holding a Series 66 designation and 26 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized solutions, while operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.
Brian N
Series 63, Series 65
Las Vegas, NV
Integrity Alliance, LLC
Brian Newman is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Fidelity Investments. Outside of his advisory role, he is involved in life insurance sales. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services, utilizing multiple investment platforms and strategies, and operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets.
Randy R
Series 66
Las Vegas, NV
Guardian Life
Randy Rivas is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of finance, he has been involved with Forum Shops at Caesar's Palace since 2004. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.
Sofia S
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Sofia Shah is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and 16 years of industry experience. She is also a certified hypnotherapist, offering mental health support via virtual sessions. Shah serves on the advisory board of the All For One Foundation and is involved in charitable activities related to the organization. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, supporting advisors with an integrated retirement plan ecosystem and proprietary investment solutions.
Joshua G
CFP®, Series 66
Henderson, NV
GWN Securities Inc.
Joshua Gullo is a CFP® professional with nine years of industry experience, currently affiliated with GWN Securities Inc. He previously worked at Equitable Advisors and Axa Advisors, and has served as co-trustee for his father's estate trust since 2017. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.
David D
Series 63, Series 65
Henderson, NV
Hightower Advisors
David Day is a financial advisor at Hightower Advisors with Series 63 and 65 designations and three years of industry experience. Prior to joining Hightower, he worked at New York Life Insurance Co. and Nylife Securities LLC. Outside of finance, he owns and manages All Day Pools LLC, a pool cleaning and service business, and serves as a board member for the Henderson Little League, overseeing the Tee-Ball division. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.
Jorge S
Series 66, Series 63
Las Vegas, NV
Mariner
Jorge Soriano is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dimensional Fund Advisors and AdvicePeriod, LLC. Outside of advising, he is a landlord managing rental property. Mariner serves a broad range of clients such as individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and employer financial wellness tools.
Jason O
Series 63, Series 65
Las Vegas, NV
Guardian Life
Jason Oshins is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been affiliated with Guardian Life since 2010 and Park Avenue Securities since 2011. Oshins serves on the Vegas PBS Southern Nevada Planned Giving Council and contributes articles to publications such as Ultimate Estate Planner and Vegas PBS. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs with both discretionary and non-discretionary options.
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1,513 advisors near
89148
within the area shown on the map
Out of 400,000+ nationwide