Top financial advisors in Pahrump, 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 Pahrump, NV, you might be navigating federal tax planning without the complexity of state income tax. A common mistake is overlooking how sales and property taxes impact your overall financial picture, which can affect your long-term goals.
- Federal tax focus. Confirm how the advisor integrates federal tax strategies with Nevada's unique tax environment, especially sales and property taxes.
- Entrepreneurial insight. Ask about experience working with business owners, since Nevada's policies attract entrepreneurs with specific financial needs.
- Investment location strategy. Discuss how they recommend placing assets to optimize tax efficiency given Nevada's tax structure.
- Long-term cost awareness. Ensure they consider local taxes beyond income tax, like sales and tourism-related taxes, when planning your cash flow.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sariguli T
Series 65, Series 63
Las Vegas, NV
Merrill
Sariguli Tuersun, based in nearby Las Vegas, offers expertise in tax-loss harvesting and both active and passive portfolio management, which can help navigate federal tax planning alongside Nevada's unique tax environment. Affiliated with Merrill, a large firm serving diverse clients including high-net-worth individuals and corporate fiduciaries, she brings five years of experience and access to model-based and discretionary investment strategies, distinguishing her from advisors with smaller firm resources.
Experience: 5 years
Avg account: $860,085
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Kaylee W
Series 65
Pahrump, NV
Actuarial Direct LLC
Kaylee Wallentine in Pahrump, NV, offers expertise in both passive index investing and active portfolio management, which can help navigate federal tax strategies alongside Nevada's unique tax environment. Her firm, Actuarial Direct LLC, uses quantitative models like mean-variance optimization and the Black–Litterman model, providing discretionary portfolio management with a negotiable monthly fee capped at 0.17%, distinguishing her from advisors with less quantitative focus.
Experience: 3 years
Avg account: $56,906
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Teresa M
Series 65
Pahrump, NV
Interactive Financial Advisors
Teresa Mattson offers financial planning and discretionary portfolio management in Pahrump, NV, with a focus on annuities, long-term care insurance, and college savings plans. Her firm employs fundamental analysis and Modern Portfolio Theory, providing diversified portfolios and serving individuals, retirement plans, and institutions, which may offer broader investment strategies compared to advisors focusing solely on individual clients.
Experience: 0 years
Avg account: $183,947
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Jeffrey D
Series 66
Pahrump, NV
Edward Jones
Jeffrey Dye specializes in retirement plans for business owners and wealth management, making him well-suited for navigating Pahrump's unique tax environment, especially for entrepreneurs. With six years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers a program fee up to 1.35% annually and brings insight from prior roles in insurance and business sectors.
Experience: 6 years
Avg account: $246,728
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Douglas N
Series 66
Pahrump, NV
LPL Financial
Douglas Nelson's extensive 23 years of experience and Series 66 designation equip him to navigate Pahrump's unique tax environment, including federal tax planning and local sales and property taxes. Affiliated with LPL Financial, a large firm offering model portfolios and advanced technologies, he provides flat-fee and hourly financial planning services, distinguishing him with flexible fee options and broad client service capabilities.
Experience: 23 years
Avg account: $399,489
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