Las Vegas, NV W Lake Mead Blvd logo

Las Vegas, NV W Lake Mead Blvd Office

Team
Updated today

Client AUM

$106,220,603

Clients

978

Advisors

4

Of 20 advisors across 17 offices

Location

7251 W Lake Mead Blvd, Ste 300

Las Vegas NV 89128

Advisors at this office

4

Advisors at this office

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Richard R

Series 63, Series 66

Las Vegas, NV

Forthright Capital

Richard Reed is a financial advisor with Forthright Capital possessing Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Sequent Planning, LLC and Bank of the West. Reed is also involved as an insurance agent soliciting individual life insurance and fixed annuity products outside of his advisory role. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and outside managers when appropriate, with client portfolios tailored to individual investment policy statements.

General retirement planning Cash flow / budgeting Debt management
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Sabrina H

Series 63, Series 66

Las Vegas, NV

Forthright Capital

Sabrina Hayes is a financial advisor at Forthright Capital with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Lincoln Financial Securities, First Command Financial Planning, Ethne Solutions, and Allstate Insurance. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations using primarily passive investment management, model portfolios, and outside managers when appropriate.

General retirement planning Cash flow / budgeting Debt management
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Camille L

Series 65

Las Vegas, NV

Forthright Capital

Camille Liljequist is a financial advisor at Forthright Capital with a Series 65 credential and three years of industry experience. She has worked at Forthright Capital Advisory and Forthright Capital Partners since 2022 and previously was employed by American Income Life. Camille is also a licensed insurance agent affiliated with Forthright Capital Partners in Las Vegas, Nevada. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with client portfolios based on individual investment policy statements and incorporates model portfolios and outside managers when appropriate.

General retirement planning Cash flow / budgeting Debt management
user avatar

Nicholas P

Series 63, Series 65

Las Vegas, NV

Forthright Capital

Nicholas Pirsos is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forthright Capital Partners and Forthright Capital Advisory since 2023, following prior roles at MRA Advisory Group and TIAA. Outside of advisory work, he is involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and may engage outside managers, providing services including financial planning and employee benefit plan consulting.

General retirement planning Cash flow / budgeting Debt management
View complete list of advisors at this office
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