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953 advisors near
89081
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Out of 400,000+ nationwide
Bruno M
ChFC®, Series 63
Las Vegas, NV
LPL Financial
Bruno Mark is a financial advisor with LPL Financial in Las Vegas, NV, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been associated with LPL Financial since 1990 and has operated Bruno Mark Financial Inc. since 1993. Outside of advisory work, he is a co-owner and secretary of an underground trenching company and holds one-third ownership of a bar. He also serves on the board of the Boyd Family Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, and access to third-party asset management, with a focus on diverse investment strategies and operational support tools.
Jimmy E
Series 63, Series 65
Las Vegas, NV
Raymond James Financial
Jimmy Epley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has previously worked at Cetera and Avantax, and he manages JD’S Wealth Management Group, a tax-focused wealth management firm. Outside of advisory work, he serves as Vice-President of a nonprofit private school and is president of the Nevada Society of Enrolled Agents. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and modeling tools, and it provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
David S
Series 63, Series 65
Las Vegas, NV
LPL Financial
David Segarra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of discretionary and non-discretionary investment strategies.
Jordan G
Series 66
Las Vegas, NV
RBC Capital Markets
Jordan Grangard is a financial advisor at RBC Capital Markets with 11 years of industry experience. Prior to joining RBC in 2025, he worked at UBS Financial Services from 2014 to 2025. He serves on the board of Miracle League Las Vegas, a nonprofit that provides opportunities for disabled individuals to play baseball. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients, offering tailored portfolio management and financial planning through a variety of advisory programs.
Brock W
Series 66
Las Vegas, NV
Ameriprise
Brock Whiteman is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Moneytree Inc., La Cantera Resorts, and Dillard's, Inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.
Jose E
Series 66
Las Vegas, NV
Merrill
Jose Elizundia Salcido is a Financial Advisor based in Las Vegas with Merrill Lynch Wealth Management. He works with individuals and families to provide clarity and structure around important financial decisions by developing personalized financial plans tailored to each client's unique circumstances, priorities, and goals. With more than 10 years of experience in financial markets, Jose specializes in investment management, retirement planning, wealth preservation, education planning, employee benefits planning, and tax minimization strategies. He holds advanced educational credentials including two master's degrees from the University of Dallas and Instituto Europeo de Posgrados as well as a bachelor's degree from Universidad Iberoamericana. Additionally, he earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA). Jose is committed to building lasting client relationships based on trust, transparency, and communication. He speaks both English and Spanish and applies thoughtful analysis and disciplined guidance to help clients make informed financial decisions aligned with their long-term goals. Outside of his professional work, he has interests in adventure sports, baseball, basketball, chess, football, golfing, reading, and soccer.
Steven P
Series 66
Las Vegas, NV
Ameriprise
Steven Peacock is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he performs as a musician with the band Embrace Today. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary consulting approach, with a focus on assets held in Ameriprise managed accounts.
Samuel S
Series 63, Series 65
North Las Vegas, NV
Primerica Advisors
Samuel Shepard III is a financial advisor at Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been associated with Primerica Financial Services since 2001 and PFS Investments Inc since 2016. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Jonathan Z
Series 63, Series 66
Las Vegas, NV
Edward Jones
Jonathan Zeller is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.
Sariguli T
Series 65, Series 63
Las Vegas, NV
Merrill
Sariguli Tuersun is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Ameriprise Financial Services and work connected to women's health organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Denise R
Series 63, Series 65
N Las Vegas, NV
Primerica Advisors
Denise Reitz is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1992. Outside of her advisory role, she is involved in home health care as a personal care assistant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.
Carolyn K
Series 63, Series 66
Las Vegas, NV
Merrill
Carolyn Kerr is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1986. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Olgers H
Series 66
Las Vegas, NV
J.P. Morgan Securities
Olgers Hasanaj is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Bankers Life. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
William D
Series 66
Las Vegas, NV
Ameriprise
William Diaz is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Amazon and Ross Dress For Less. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, delivered through a centralized consulting team in partnership with financial advisors.
Elizabeth P
Series 65, Series 63
Las Vegas, NV
LPL Financial
Elizabeth Pattarettu is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Transamerica Financial Advisors, Inc. for multiple terms totaling around 10 years and served on the Senior Citizens Advisory Board for the City of Las Vegas since 2017. Prior to her financial advisory career, she was employed at University Medical Center for 24 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.
Lynda S
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Lynda Schultz is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as officer, treasurer, and secretary for Arsilica, Inc., an online glassware distributor. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles supported by firm research and a nationwide adviser network.
Richard I
Series 63, Series 65
Las Vegas, NV
LPL Financial
Richard Isaacs is a financial advisor with LPL Financial based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenures at LPL Financial, RGI Financial, and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives using a range of strategies and operational tools.
Eduardo C
Series 63, Series 65
Las Vegas, NV
Merrill
Eduardo Corral is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management, bringing approximately 28 years of experience to his role. He works as part of a financial advisory team that collectively possesses over 70 years of experience in serving the financial needs of high net worth individuals and families. Eduardo acts as the team's liaison to Merrill's department specialists in areas such as retirement, estate, and trust planning services. His expertise encompasses comprehensive wealth management strategies including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, and socially responsible investing. Eduardo holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the California State University System and is fluent in English and Spanish. Eduardo participates in community volunteering aligned with Merrill's tradition of involvement in the communities served. Outside of his professional life, he enjoys biking, football, running, and spending time with his family.
Nico Andrei M
Series 66
Las Vegas, NV
Ameriprise
Nico Andrei Manzano is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles including positions at the University of Nevada Las Vegas, University of Hawaii Maui College, Grand Wailea Resort, and Maui High School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
George N
Series 66
Las Vegas, NV
Ameriprise
George Najm is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Fanatics, Wells Fargo, Petland, and UPS, among others. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a specialized committee, delivering tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.
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Finding advisors...
953 advisors near
89081
within the area shown on the map
Out of 400,000+ nationwide