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761 advisors near
89131
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Out of 400,000+ nationwide
Ricardo A
Series 63, Series 65
Las Vegas, NV
Foundations Investment Advisors LLC
Ricardo Alliman is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He is also involved in e-commerce through an ownership interest in an online retail business selling household and health products. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.
William N
Series 65
Las Vegas, NV
Financial Gravity Family Office Services, LLC
William Nelson is a Series 65-licensed financial advisor with 22 years of industry experience. He is currently associated with Financial Gravity Family Office Services, LLC and has held roles at Financial Gravity Asset Management, Inc., Forta Financial Group, Inc., and Eqis Capital Management. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, pension consulting, and educational services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across a variety of securities and frequently employs third-party sub-advisors and model portfolios.
Leo H
CFA®, Series 63, Series 65
Las Vegas, NV
RBC Securities, Inc
Leo Hamill is a CFA® charterholder with 28 years of industry experience. He is currently with RBC Securities, Inc. and previously worked at City National Securities, Inc. and City National Bank. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to an affiliated bank and related financial services, serving a diverse client base including high-net-worth individuals.
Jordan P
Series 66
Las Vegas, NV
SteelPeak Wealth, LLC
Jordan Peterson is a financial advisor at SteelPeak Wealth, LLC in Las Vegas, NV, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Prime Capital Financial, Capital Advisors, Inc., SkyOak Capital, Inc., and Edward Jones. SteelPeak Wealth, LLC serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm uses proprietary and custom model portfolios, alternative strategies, and private placement consulting to manage client assets, with specialized programs for accredited and qualified clients.
Erik A
Series 65, Series 63
Las Vegas, NV
Savvy
Erik Allison is a financial advisor at Savvy with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at Farther Finance Advisors, Skyfront Insurance, Skytree Partners, and EA Wealth. Outside of advising, he is a managing partner at Wealth Vision, LLC and a partner at Skyfront Insurance, LLC, where he offers insurance products. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans and incorporates advanced strategies and fintech tools, including tax-aware direct indexing and third-party sub-advisers.
Michael G
Series 66
Las Vegas, NV
Vanderbilt Advisory Services
Michael Gonzales is a financial advisor at Vanderbilt Advisory Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Sands Corporate Development, Emprove, and Wynn Las Vegas. Outside of his advisory role, he serves as a Cost Analysis Engineer at Hatchwell Studios, contributing to construction cost data and development schedules. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, utilizing a strategic asset allocation process that combines fundamental, technical, and charting analysis.
David H
Series 65, Series 66
Las Vegas, NV
Nwf Advisory Services Inc
David Hehn is an investment advisor at NWF Advisory Services Inc with 18 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Crown Capital Securities. Outside of his advisory role, Hehn serves as a senior financial analyst for a private real estate group, where he builds financial budgets and models. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both wrap and non-wrap account programs. The firm operates an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.
Peter G
Series 63, Series 65
Las Vegas, NV
RBC Securities, Inc
Peter Giacona Jr. is a financial advisor with RBC Securities, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at City National Securities, U.S. Bancorp Investments, Ameriprise Financial Services, and J.P. Morgan Securities. Outside of his advisory work, he owns and operates a print-on-demand arts business on Etsy. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor and integrates services across a broad financial services group affiliated with a bank parent.
David S
Series 63, Series 65
Las Vegas, NV
Wedbush Securities Inc.
David Smith Jr. is a financial advisor with Wedbush Securities Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at Hilltop Securities Inc. for 14 years and M.L. Stern & Co., LLC for 4 years. Outside of his advisory role, he owns and manages a website that directs business to Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to a variety of clients including individuals, high-net-worth clients, institutions, and pooled investment vehicles. The firm offers a range of services such as wealth management, fixed income, commodities, capital markets, and portfolio management tailored to client objectives and risk tolerances.
Jeffrey L
Series 65
Las Vegas, NV
Tucker Asset Management LLC
Jeffrey Leonard is a financial advisor at Tucker Asset Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management since 2016. Prior to this, he spent eight years at Brookstone Capital Management. Leonard is also involved in insurance and fixed annuity sales through American Benefits and Management Group, which he has been associated with for 19 years, and he owns Concepts Retirement Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macroeconomic approach to portfolio construction and utilizes a broad range of investment strategies, including alternative investments and direct indexing.
Donald M
Series 65
Las Vegas, NV
Encompass More Asset Management LLC
Donald Marino is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in the automotive sector for several years at various dealerships in Nevada. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that include proprietary models and third-party sub-advisers, offering a range of investment options from traditional equities and fixed income to private placements and digital asset exposures.
Bryan W
Series 63, Series 66
Las Vegas, NV
MissionSquare Retirement
Bryan Wilhelm is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has held previous roles at ICMA-RC Services, Morgan Stanley, Merrill, U.S. Bancorp Investments, Ameriprise Advisor Services, and UBS Financial Services. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and personalized strategies.
Andrew F
CFP®, ChFC®, Series 63, Series 65
Las Vegas, NV
Simon Quick Advisors, LLC
Andrew Ferguson Sr. is a Certified Financial Planner® and Chartered Financial Consultant® with 43 years of industry experience. He is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. He serves as a board member for the Boys and Girls Clubs of Southern Nevada Foundation, assisting with the investment policy and oversight of the organization's asset manager. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax services, and administrative support. The firm employs a diverse investment approach, including use of proprietary quantitative analysis and active monitoring, and offers distinctive services such as fund sponsorship and sub-advisory arrangements.
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.
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.
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.
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.
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Finding advisors...
761 advisors near
89131
within the area shown on the map
Out of 400,000+ nationwide