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1,677 advisors near
89121
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Out of 400,000+ nationwide
Thomas F
Series 63, Series 65
Las Vegas, NV
Guardian Life
Thomas Freeman Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Freeman is an independent business coach, a published author and speaker on his life story related to adoption, and serves on the advisory board for Foster Kinship. Park Avenue Securities LLC serves a broad retail client base through brokerage and advisory services, offering a range of investment strategies including proprietary and third-party model portfolios, as well as financial and business consulting solutions.
Garrett P
CFP®, Series 63, Series 66
Henderson, NV
Mercer Global Advisors Inc.
Garrett Parker is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He currently works at Mercer Global Advisors Inc. and has held positions at Capitol Family Office, Financial Advocates Investment Management, LPL Financial, Fidelity Brokerage Services LLC, and Edward Jones. Prior to his financial services career, he was employed at Amazon. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, utilizing multi-factor tilts and a range of implementation options.
Matthew R
Series 66
Henderson, NV
Citigroup Global Markets
Matthew Rigoli is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. He has worked at Citigroup since 2018 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large relationships.
Eric K
Series 63, Series 65
Henderson, NV
GWN Securities Inc.
Eric Kessler is a financial advisor with GWN Securities Inc. in Henderson, NV, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at GWN Securities and New Directors Financial since 2021 and also serves as a behavior analyst at Proud Moments ABA, providing applied behavior analysis treatment for children with autism. GWN Securities is an SEC-registered investment adviser and broker-dealer offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a distinctive legacy of market-timing and momentum-based strategies.
Adam T
Series 65
Henderson, NV
Foundations Investment Advisors LLC
Adam Turek is a financial advisor with Foundations Investment Advisors LLC in Henderson, NV. He holds a Series 65 designation and has recently transitioned to the financial services industry after seven years of service in the United States Army and prior experience with the San Francisco Police Department. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios, an asymmetric rebalancing approach, and a combination of fundamental, technical, and cyclical analysis to tailor investment solutions.
Christopher R
ChFC®, Series 63
Las Vegas, NV
Eagle Strategies (NY Life)
Christopher Rial is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds the ChFC® designation and Series 63 license, with nine years of industry experience. Outside of his advisory role, Rial works with the National Hockey League as an off-ice official, taking statistics and tracking game progress. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers a range of financial planning and investment management services, with an emphasis on tailored recommendations and a predominance of non-discretionary asset management.
Megan S
Series 66
Las Vegas, NV
Guardian Life
Megan Sheridan is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. She has previously worked with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of her advisory role, she serves as treasurer for Pro Business Connection and is a founding member, community director, and treasurer of She Sparks; she also works as a bartender at Rhodes Ranch Golf Course. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.
Ethan D
Series 63, Series 65
Las Vegas, NV
Eagle Strategies (NY Life)
Ethan Dong is a financial advisor with Eagle Strategies (New York Life) based in Las Vegas, NV. He holds the Series 63 and Series 65 designations and has four years of industry experience. Prior to joining Eagle Strategies and New York Life affiliates in 2025, he worked at J.P. Morgan Securities LLC and JPM Chase Bank NA for four years. Before his financial career, he had roles at Gucci North America Inc. and Richemont North America. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes customized advice through multiple program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Hernando O
Series 63, Series 66
Las Vegas, NV
Eagle Strategies (NY Life)
Hernando Ospina is a financial advisor with Eagle Strategies (New York Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Senor Gatsby and Nylife Securities LLC. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and predominantly manages assets on a non-discretionary basis.
Eugene L
Series 63, Series 66
Las Vegas, NV
Eagle Strategies (NY Life)
Eugene Lutz is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Eagle Strategies since 2018 and has worked with New York Life Insurance Co. and Nylife Securities since 2003. Additionally, he serves on the Board of Visitors of the United States Merchant Marine Academy, a position to which he was appointed by the President. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and pension plans. The firm emphasizes tailored recommendations through a variety of program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Brian K
Series 65
Las Vegas, NV
CWM, LLC
Brian Kubis is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth, Diamond Wealth Management, and H&H Retirement Design and Management during his career. 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 provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.
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.
Joshua B
Series 63, Series 66
Henderson, NV
Citigroup Global Markets
Joshua Brown is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with extensive in-house research and oversight, and it operates with notable scale and specialized market roles.
Travis S
Series 66
Las Vegas, NV
Guardian Life
Travis Scribner is a financial advisor with Primerica Advisors based in Las Vegas, NV, holding a Series 66 designation and with 12 years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Scribner is an author and speaker, having published a book titled *Financial Malpractice*, and serves on the board of directors for the nonprofit Just One Project. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.
Brian H
Series 63, Series 65
Las Vegas, NV
Empower Advisory Group
Brian Hand is a financial advisor with Empower Advisory Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and ten years of industry experience. His work history includes roles at GWFS Equities, Seeman Holtz, Dennis W Wilson Insurance Agency Inc, and Ameritas Investment Corp. Outside of his advisory work, he is a stakeholder in a health and wellness company, Tosi Health. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with select IRA and retail brokerage clients. The firm uses an integrated model aligned with Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Jamal A
Series 66
Las Vegas, NV
Guardian Life
Jamal Azzam is a financial advisor with Primerica Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Mass Mutual Investors Services, and First Command Insurance Services. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs and supports a range of account-level services including lending solutions and donor-advised fund options.
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 at CWM, LLC with 19 years of industry experience. He holds a Series 66 designation and has held roles at Carson Wealth, Purshe Kaplan Sterling Investments, True North Financial, Ameriprise Financial Services, and Merrill. 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 manages discretionary portfolios using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.
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.
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1,677 advisors near
89121
within the area shown on the map
Out of 400,000+ nationwide