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Nephi Mikel Eschler

Forthright Capital Advisory

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About Nephi Mikel Eschler

Nephi Mikel Eschler is an investment advisor representative with Forthright Capital Advisory, based in Las Vegas, Nevada. Nephi is licensed to provide financial advice in Utah and is actively seeking to expand his practice in other states. He is committed to providing comprehensive financial advice to individuals and families, helping them to achieve their financial goals. Prior to joining Forthright Capital Advisory, Nephi gained experience working as a financial advisor with Northwestern Mutual Investment Services, LLC. Nephi holds the Series 63, Series 65, and Series 7TO licenses, as well as the SIE exam.

Firm Information

Nephi Eschler is currently registered with Forthright Capital Advisory. Forthright Capital Advisory is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They advise a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. As of their latest regulatory filing, they manage over $64 million in assets.
Forthright Capital Advisory

7251 W LAKE MEAD BLVD, STE 300

LAS VEGAS, NV 89128

$64.99M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nephi Eschler’s Registration & Firm History

NV

08/07/2023 - Present

Forthright Capital Advisory (LAS VEGAS NV)

UT

03/16/2020 - 05/16/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ST GEORGE UT)

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Licenses & Designations

IA

Issued 07/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/14/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nephi Mikel Eschler.
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