Top financial advisors in North Las Vegas, NV
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're building wealth in North Las Vegas, NV, you might face unique tax and investment challenges without a state income tax but with significant sales and property taxes. Choosing an advisor who understands how to navigate these local tax dynamics can help you avoid costly mistakes.
- Federal tax focus. Confirm how they integrate federal tax planning with Nevada's sales and property tax environment.
- Entrepreneurial insight. Ask about their experience working with business owners benefiting from Nevada's business-friendly policies.
- Long-term wealth strategies. Look for advisors who consider how local taxes impact your investment growth and retirement plans.
- Customized risk management. Ensure they address risks specific to your financial situation in Nevada, not just generic advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher C
Series 66
North Las Vegas, NV
Citigroup Global Markets
Christopher Cruz's experience at Citigroup Global Markets equips him to address North Las Vegas's unique tax environment, integrating federal tax planning with local considerations. His expertise in tax-loss harvesting and ESG investing, combined with a focus on high-net-worth clients and a negotiable fee structure up to 2%, distinguishes him among advisors serving executives and business owners in the area.
Experience: 8 years
Avg account: $714,318
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Jaquan P
Series 66
North Las Vegas, NV
Merrill
Jaquan Parks in North Las Vegas offers expertise in tax-loss harvesting and active portfolio management, which can help navigate the local tax environment. With a Series 66 designation and experience serving executives and business owners at Merrill, a large firm with integrated banking and capital markets, he provides managed strategies with a 1.10% AUM fee, suitable for mid-career professionals and HENRY clients.
Experience: 2 years
Avg account: $860,085
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Ronaldo G
Series 66
North Las Vegas, NV
J.P. Morgan Securities
Ronaldo Garcia, based in North Las Vegas, offers wealth management services with a focus on executive and business owner clients, aligning well with local entrepreneurial needs. Affiliated with J.P. Morgan Securities, a large firm providing institutional consulting and customized investment solutions, he charges a 0.30% annual AUM fee and brings experience from Merrill, Bank of America, and Ameriprise Financial.
Experience: 4 years
Avg account: $318,381
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Justin M
Series 63, Series 65
North Las Vegas, NV
Primerica Advisors
Justin Mccullough in North Las Vegas offers expertise in ESG investing, tax-loss harvesting, and income planning, which can help navigate local tax challenges. Working with Primerica Advisors, a large firm with a tiered wrap-fee structure and discretionary asset management, he serves both individual and high-net-worth clients, differentiating him through access to third-party asset managers and model-delivery strategies.
Experience: 5 years
Avg account: $228,117
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Lanny S
Series 63, Series 66
North Las Vegas, NV
LPL Financial
Lanny Stout's 40 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address North Las Vegas's unique tax and investment challenges. Operating within LPL Financial, a large firm offering flat-fee financial planning and supported by in-house research, he serves a diverse clientele including high-net-worth households, providing a seasoned approach distinct from smaller or commission-based advisors.
Experience: 40 years
Avg account: $399,489
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