Invested Better
Advisors in Nevada
2,168 Results
Unclaimed
location

HENDERSON, NV

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Randall Williams is a financial advisor at LPL Financial LLC. Randall has been working in the financial services industry since August 1992 and holds Series 6, 26, 65, and 66 licenses. Randall is registered with the state of Colorado as an Investment Advisor Representative and holds a valid Investment Advisor Representative registration in Nevada and Texas. LPL Financial LLC is a leading independent broker-dealer and registered investment advisor. LPL Financial LLC offers a wide range of financial services, including investment management, financial planning, and retirement planning.

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

RENO, NV

experience

16 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Randy Alan Malm is a financial advisor with LPL Financial LLC. Randy has been in the financial services industry since July 2009. Randy has a Series 7 and Series 66 license. Randy has been registered with LPL Financial LLC since October 2020. Randy has also previously been registered with WELLS FARGO CLEARING SERVICES, LLC and EDWARD JONES.

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

THE Investment Counsel Co.

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Randy Anthony Garcia is an investment advisor representative with The Investment Counsel Co. Randy has been in the industry since 1979 and has experience with a variety of financial services firms. Randy is registered in Louisiana, Nevada, and Texas. Randy specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

FERNLEY, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Raquel Guarin Javier is a financial professional currently registered with Wells Fargo Clearing Services, LLC. Raquel holds the Series 63, Series 6TO, and SIE licenses. Raquel has been in the industry since April 12, 2023 and is based in FERNLEY, NV. Raquel specializes in a range of services including investment management for individuals and businesses, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

LPL Financial LLC

location

LAS VEGAS, NV

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Raymond Elgaard is an investment advisor representative with LPL Financial LLC. He is based in Las Vegas, NV and has been in the industry since 1997. Raymond Elgaard offers a variety of investment services including portfolio management, financial planning, and pension consulting. He is licensed to provide investment advice in multiple states. Prior to joining LPL Financial LLC, Raymond Elgaard was registered with MORGAN STANLEY DW INC.

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

Brookstone Capital Management LLC

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Raymond Kondler is a financial advisor with Brookstone Capital Management LLC and is registered in Nevada and New Jersey. Raymond has been in the industry since 2000 and has been with Brookstone Capital Management LLC since 2019. Raymond has worked at a number of other firms including LPL Financial LLC, Royal Alliance Associates, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company and AXA Advisors, LLC. Raymond Kondler holds Series 7, Series 63, Series 66 and SIE securities licenses and is a Certified Public Accountant.

SPECIALIZATIONS

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

Virtuoso Wealth Management

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Raymond Russo is an Investment Advisor Representative associated with Virtuoso Wealth Management. Raymond Russo has been in the industry for over 30 years and has experience in various areas of financial services. Raymond Russo has held positions at several firms throughout their career, including Independent Financial Group, LLC and World Group Securities, Inc. Raymond Russo is also a licensed insurance professional and has experience in selling insurance products.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Unclaimed

Ameriprise Financial Services, LLC

location

LAS VEGAS, NV

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Warnick is a financial advisor registered with Ameriprise Financial Services, LLC. Rebecca has been in the financial services industry since October 24, 2013. Rebecca has her Series 66, Series 7 and SIE licenses. Rebecca's office is located in Henderson, NV. She is registered to provide investment advice in Nevada. Rebecca is also a Certified Public Accountant (CPA). Rebecca has experience working with individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. She provides financial planning, investment advice, and asset allocation services to her clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

LAS VEGAS, NV

experience

28 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Rebecca Ann Weinberger is a financial advisor with Wells Fargo Clearing Services, LLC. Rebecca has been in the industry since 1997 and holds Series 7, 31, 63, 65, and SIE licenses. Rebecca has a strong background in providing investment advice to both individuals and businesses. Rebecca specializes in working with high-net-worth individuals, corporations, and pension and profit sharing plans. Rebecca is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Minnesota, Missouri, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

TCP Asset Management, LLC

location

Las Vegas, NV

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Rebecca Goebel is a financial advisor with over 30 years of experience in the financial industry. Rebecca has worked with a number of firms including Wells Fargo Advisors, Wells Fargo Clearing Services and Lehman Brothers Inc. Rebecca is a registered representative and investment advisor representative and is currently affiliated with TCP Asset Management, LLC. Rebecca is registered to provide investment advice in Nevada.

SPECIALIZATIONS

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

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