Las Vegas, NV Festival Plaza Drive Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

12

Of 22,678 advisors across 10,413 offices

Location

1980 Festival Plaza Drive Suite 410

Las Vegas NV 89135

Advisors at this office

12

Advisors at this office

Jeramy W

CFP®, Series 66

Las Vegas, NV

LPL Financial

Jeramy Woods is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. He previously worked at Edward Jones for nine years and has additional experience in hospitality and title services. Woods is the owner of HAIOS Inc., a sign language interpreting service based in Las Vegas, which he manages in a primarily hands-off capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Business exit / sale strategy Divorce financial planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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Melissa K

Series 63, Series 65

Las Vegas, NV

LPL Financial

Melissa Kahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her career includes roles at Colonial Life, Transamerica Financial Advisors, and WealthWave, among others. She is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Orin H

Series 63, Series 65

Las Vegas, NV

LPL Financial

Orin Haworth Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has previously worked with Transamerica Financial Advisors, Inc., Orin Haworth & Associates LLC, and Wfg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jonathan K

Series 66

Las Vegas, NV

LPL Financial

Jonathan Kwok is a financial advisor at LPL Financial based in Las Vegas, NV. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining LPL Financial, he was involved with TakeProfitTrader LLC and Latus Group Ltd, and has experience in various roles including positions at the University of Portland and Ambulatory Surgical Center of Southern Nevada. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers multiple advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both proprietary and third-party sources.

College savings (529s, UTMA, etc.)
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David S

Series 63, Series 65

Las Vegas, NV

LPL Financial

David Segarra is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Elizabeth P

Series 65, Series 63

Las Vegas, NV

LPL Financial

Elizabeth Pattarettu is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Transamerica Financial Advisors and United Companies LLC. Pattarettu serves on the Senior Citizens Advisory Board for the City of Las Vegas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified and alternative investment strategies.

College savings (529s, UTMA, etc.)
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Sean S

Series 66

Las Vegas, NV

LPL Financial

Sean Sullivan is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. He previously worked at Centaurus Financial, Inc. for six years and has been associated with Latus Group since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to various model portfolios and research, supporting both discretionary and non-discretionary management strategies.

College savings (529s, UTMA, etc.)
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Joshua D

Series 66

Las Vegas, NV

LPL Financial

Joshua Dowden is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Courtney T

Series 66

Las Vegas, NV

LPL Financial

Courtney Topham is a financial advisor at LPL Financial in Las Vegas, NV, holding the Series 66 designation with one year of industry experience. Prior to joining LPL Financial, she was involved with Versifi Private Wealth and operated a small business, PowerHour360, from 2019 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Kimberly P

Series 63, Series 65

Las Vegas, NV

LPL Financial

Kimberly Parker Hansen is a financial advisor with LPL Financial based in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at UBS Financial Services Inc from 2010 to 2019 before joining LPL Financial in 2019. Outside of her advisory role, she owns PowerHour 360, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options and employs various investment strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Michael B

Series 63, Series 65

Las Vegas, NV

LPL Financial

Michael Bajorek is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior work includes roles at Heartland Institute of Financial Education, Nationwide Financial, and Transamerica Financial Advisors. Outside the financial sector, he has been involved with the LV Jaycees Senior Citizens Mobile Home Community. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Trevor K

Series 65, Series 63

Las Vegas, NV

LPL Financial

Trevor Kengle is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at a range of mortgage and financial services firms such as Five Star Mortgage, Transamerica Financial Advisors, and World Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions. The firm offers a broad array of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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