ADVISOR BIO

Nancy Mullally is a registered investment advisor with over 40 years of experience in the financial services industry. Nancy is currently an investment advisor representative with Alamo Capital, a firm specializing in portfolio management services for individuals, businesses, and charitable organizations. Prior to joining Alamo Capital, Nancy held various positions at firms such as Westhoff, Cone & Holmtedt and Dean Witter Reynolds Inc. Nancy is also a registered principal, holding Series 53, 24, and 27 licenses. In addition to her investment advisory services, Nancy provides financial planning, educational seminars, and selection of other advisors.

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ADVISOR BIO

Nancy Wong is a registered representative with City National Securities, Inc., who holds both Series 7 and Series 63 securities licenses as well as the SIE exam. Nancy has been in the industry since 2012 and has worked with CABOT LODGE SECURITIES LLC and CONCORDE INVESTMENT SERVICES, LLC. Nancy is registered to provide investment advice in 51 states and the District of Columbia.

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ADVISOR BIO

Nancy Fletcher is a financial advisor with Osaic Wealth, Inc., having worked in the industry since 1985. Nancy is currently registered with the Securities and Exchange Commission (SEC) as well as various states, including Texas and California. Nancy holds licenses to represent clients for investment products and has experience providing financial planning and portfolio management services. Nancy can help clients develop investment plans, manage their assets, and develop strategies for retirement planning and other financial goals.

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ADVISOR BIO

Nancy Challenger is a financial advisor with over 30 years of experience in the industry. Nancy is currently registered with the state of California and Texas. Nancy holds the Series 63, 65, 7, 24 and SIE licenses. Nancy is affiliated with Challenger Wealth Management and has been with the firm since its inception in 2002. The firm provides investment advice and financial planning services to individuals, corporations and charitable organizations. Nancy specializes in financial planning, investment management and selection of other advisors.

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ADVISOR BIO

Nancy Thi Bui is a financial advisor with Transamerica Financial Advisors, Inc. Nancy has been working in the financial services industry since April 21, 2008. Nancy is registered to provide investment advice in several states including California, Arizona, Hawaii, Louisiana, Georgia, Maryland, Virginia, Illinois and New York. Nancy holds Series 6, Series 63, and SIE licenses. In addition to her current role at Transamerica Financial Advisors, Inc., Nancy previously worked at World Group Securities, Inc.

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ADVISOR BIO

Nancy Evans is a registered representative with Lincoln Investment and has over 27 years of experience in the financial services industry. Nancy is licensed in California and has Series 6, Series 63, and SIE licenses. Nancy specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Nancy Lynn Brooks is a financial advisor registered with LPL Financial LLC and has been in the industry since 1993. Nancy has experience with multiple firms including Associated Securities Corp., FSC Securities Corporation and SIFE. Nancy is licensed to provide services in California. Nancy offers a range of services including financial planning, pension consulting, educational seminars, and selection of other advisors. Nancy is also able to provide portfolio management for businesses and individuals.

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ADVISOR BIO

Nancy Johnson is a financial advisor with over 40 years of experience in the industry. Nancy has worked at various firms including Merrill Lynch, Prudential Securities, Citigroup Global Markets, Morgan Stanley and Wells Fargo Clearing Services. Nancy currently works at Wells Fargo Advisors Financial Network, LLC, where she is registered in multiple states. Nancy holds licenses in several areas including securities, investment advisory and options trading. Nancy's expertise is in providing investment consulting, portfolio management, and financial planning services to individuals and businesses.

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ADVISOR BIO

Nancy Berman Epstein is an active investment advisor representative with Cambridge Investment Research Advisors, Inc., Nancy Epstein has been in the industry since March 12, 1997. She currently holds registrations as an Investment Advisor Representative in California. Nancy Epstein is also registered as a Registered Representative in California, Florida, Massachusetts, Oregon, and Washington. Nancy Epstein has passed the Series 63, Series 65, Series 7, and SIE exams. Nancy Epstein has experience working with a variety of clients, including individuals, businesses, and charitable organizations. She offers financial planning, portfolio management, and investment advisory services. Nancy Epstein is a Certified Financial Planner.

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ADVISOR BIO

Nancy Falkenberg Tuck is a registered investment advisor representative with Lyell Wealth Management LP. Nancy has been in the industry for over 30 years and holds Series 7, 8, 63 and 65 licenses. Her experience includes working with both individuals and institutions. She is also a registered investment advisor in California. Nancy specializes in providing financial planning, portfolio management and tax advice to clients. Nancy is committed to providing her clients with the highest level of service and personalized attention.

SPECIALIZATIONS