Las Vegas, NV East Serene Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$226,799,325,150
ClientsTotal clients
569,367
AdvisorsAdvisors at this office
2
Of 7,828 advisors across 3,557 offices
Location
38 East Serene Avenue, # 222
Las Vegas NV 89123
Advisors at this office
2
Advisors at this office
Keith C
CFP®, Series 63, Series 65
Las Vegas, NV
OSAIC
Keith Chock is a financial advisor at OSAIC with 37 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at LPL Financial and Wells Fargo Advisors. He is also the manager of The Little Guest, LLC, a non-investment-related entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.
Taryn C
Series 66
Las Vegas, NV
OSAIC
Taryn Castro is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, she worked at the Institute of Reading Development and has a background that includes various roles outside finance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.
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