Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

Nylife Securities LLC

location

RENO, NV

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

David Duward Hoover is a financial advisor currently registered with Nylife Securities LLC. David has been active in the financial industry since July 1, 2013 and holds Series 6, Series 63, and SIE licenses. David is registered in California and Nevada.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Equity Advisors, LLC

location

ZEPHER COVE, NV

0 Disclosures

ADVISOR BIO

David Williamson is an investment advisor representative with Equity Advisors, LLC. David has over 12 years of experience in the financial services industry and is registered with the state of California. David holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. David specializes in portfolio management for individuals and selection of other advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
CONSULTING SERVICES
Unclaimed

Confidence Wealth Management, LLC

location

HENDERSON, NV

disclosure

2 Disclosures

ADVISOR BIO

David Lauritzen is a financial advisor with Confidence Wealth Management, LLC. David has been in the financial industry for over 10 years. David is licensed to provide investment advice in California and Nevada. David specializes in financial planning, portfolio management, and pension consulting. Confidence Wealth Management, LLC is an investment advisory firm with offices in Henderson, Nevada. They provide a variety of services to individuals and businesses, including financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Belpointe Asset Management LLC

location

RENO, NV

0 Disclosures

ADVISOR BIO

David Earl Hoffman is a registered Investment Advisor Representative with Belpointe Asset Management LLC. David has been in the industry since August 2022 and is licensed in South Carolina. David has passed the Uniform Investment Adviser Law Examination (Series 65). David is a specialist in financial planning, pension consulting, educational seminars, and selection of other advisors. David is located in Reno, Nevada and has been registered since November 2022.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

Las Vegas, NV

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

David Ian Garcia is an investment advisor representative with J.p. Morgan Securities LLC. David has over 14 years of experience in the securities industry. David is licensed in multiple states and has earned the Series 7, 9, 10, 63 and 65 licenses. David is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Reno, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

David Wesley Barnes is a financial advisor who has been in the industry since 2020. David is registered with Edward Jones and has worked with clients in Nevada, Missouri and other states. David's previous experience includes roles at Paychex and AdvoWealth Advisors LLC. David specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

MINDEN, NV

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Brady is a financial advisor who has been in the industry since 1987. David is registered with LPL Financial LLC and has offices in Minden, NV. David offers a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. David has previously worked with Ameriprise Financial Services, Inc. and LPL FINANCIAL LLC. David is a Certified Financial Planner and holds the Series 7, Series 24, and Series 63 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

Las Vegas, NV

experience

41 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

David Paul Bax is a financial advisor registered with LPL Financial LLC. David has been in the financial industry since 1983 and has experience working with several firms, including National Planning Corporation, H. Beck, Inc., and Capital Growth Resources. David currently operates out of the Las Vegas, NV office of LPL Financial LLC. David is registered with the state of Nevada to provide investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

PFS Investments Inc.

location

N LAS VEGAS, NV

experience

41 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

David Howard is a financial advisor with PFS Investments Inc. David has been a financial advisor since 1983, and is registered with the state of Nevada and other states. David focuses on providing financial planning and portfolio management services to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Northwestern Mutual Investment Services, LLC

location

Las Vegas, NV

experience

9 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

David Perez is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Las Vegas, NV. David has been in the financial services industry since 2002 and is registered with the following states: Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Nebraska, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, Virginia, and Washington. David offers a range of services, including investment research and referrals to other advisors.

SPECIALIZATIONS

INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

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