Las Vegas, NV W. Russell Road Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,954 offices

Location

9205 W. Russell Road, Suite 240

Las Vegas NV 89148

Advisors at this office

3

Advisors at this office

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Aaron T

CFP®, Series 63, Series 65

Las Vegas, NV

Raymond James Financial

Aaron Tellez is a CFP® professional with 25 years of experience, currently affiliated with Raymond James Financial in Las Vegas, NV. He has been associated with various Raymond James entities since 2014 and has operated Tellez Wealth Management since 2017. In addition to financial advising, he works with an insurance brokerage firm to assist clients in selecting suitable insurance policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, enhancing its public finance capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Derek U

CFP®, Series 66

Las Vegas, NV

Raymond James Financial

Derek Uehara is a CFP® credentialed financial advisor with Raymond James Financial, based in Las Vegas, NV, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he is a writer of the book "Don't be a zombie -- seize control while you still can!" and serves as an emcee for special events and group meetings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs alongside a municipal advisor and specialized consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert D

Series 63, Series 65

Las Vegas, NV

Raymond James Financial

Robert Disman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes six years at Investment Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to project potential outcomes, supporting clients through advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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