Invested Better
Advisors in Nevada
2,168 Results
Unclaimed

Charles Schwab & CO., Inc. | CFP ® (Certifications)

location

Reno, NV

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Conan Porter is a financial advisor with over 30 years of experience in the industry. Conan has a wide range of experience, having worked at several firms before joining Charles Schwab & CO., Inc. in 2021. Conan holds several licenses and designations including the Series 7, Series 24, Series 4, Series 53, and Series 63. Conan is a Certified Financial Planner and is registered with the state of Nevada as a broker-dealer and investment advisor.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Osaic Wealth, Inc.

location

HENDERSON, NV

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Conner Gerald McCubbin is an investment advisor representative at Osaic Wealth, Inc. Conner has been in the industry for over 6 years and has passed the Series 7, SIE and Series 66 exams. Conner is also registered with the state of Nevada and a number of other states, including Arizona, California, Colorado and others. Conner is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Conner has a proven track record of success in the financial services industry. Conner is dedicated to helping clients make informed financial decisions and achieve their financial goals.

SPECIALIZATIONS

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

Voya Financial Advisors, Inc.

location

CARSON CITY, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Connor Jamerson is an investment advisor representative at Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Connor is registered with the state of Nevada and has been in the financial industry since September 11, 2021. Connor holds the Series 63, 65, and 6TO licenses, as well as the SIE. Connor specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Connor is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

TCI Wealth Advisors, Inc.

location

Reno, NV

0 Disclosures

ADVISOR BIO

Constance Chan is a registered Investment Advisor Representative with TCI Wealth Advisors, Inc., working from their Reno, NV office. Constance is a licensed Investment Advisor Representative and is active in Nevada. Constance has been with TCI Wealth Advisors, Inc. since June 2022 and specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals. Constance has a Series 65 license and has been in the industry since June 2013.

SPECIALIZATIONS

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

Forthright Capital Advisory

location

LAS VEGAS, NV

0 Disclosures

ADVISOR BIO

Constandinos Yenidounia is a financial advisor registered with Forthright Capital Advisory. Constandinos Yenidounia has been in the financial services industry since 2007. Constandinos Yenidounia is also registered with the state of Nevada and has passed the Series 7, Series 63, and Series 65 exams. Constandinos Yenidounia has a diverse range of experience and specializes in providing financial advice to individuals, high-net-worth individuals, pension and profit-sharing plans. Forthright Capital Advisory is a firm based in Las Vegas, Nevada and provides financial planning, pension consulting, and portfolio management services to clients.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

LAS VEGAS, NV

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Corabelle Marie Guevara is a registered representative with Equitable Advisors, LLC. She is licensed in Arizona, Nevada, and Wisconsin. Corabelle has been in the industry since September 2014. She has passed the Series 7, Series 66 and SIE exams. She is a director of new business for Signature Wealth Concepts and a new business manager for 345 Wealth Management. Corabelle provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

LAS VEGAS, NV

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Corey Thomas is a financial professional with J.P. Morgan Securities LLC, registered in Nevada. Corey has been in the industry since February 2023. Corey holds the Series 63, Series 6TO, and SIE licenses. Corey specializes in various areas including retirement planning, mutual funds, variable annuities, fixed annuities, and life insurance.

SPECIALIZATIONS

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

White Aspen Capital LLC

location

HENDERSON, NV

disclosure

1 Disclosures

ADVISOR BIO

Cort Barrett is a financial advisor registered in California, Nevada and Texas. Cort Barrett currently works with White Aspen Capital LLC in Henderson, Nevada. Cort Barrett has been in the industry for over 7 years and has previously worked with Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Cort Barrett holds a Series 66, Series 7 and SIE license and provides investment advisory services for individuals and businesses. Cort Barrett has 40 total client accounts with assets under management of $9,500,000.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

HENDERSON, NV

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Cory Britain is a licensed securities agent with J.p. Morgan Securities LLC and is registered in Nevada. Cory has been in the industry since February 2022. Cory specializes in providing investment advice for a variety of clients, including individuals, corporations, and charitable organizations. Cory has passed the Series 63, Series 6TO, and SIE exams.

SPECIALIZATIONS

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

Portfolio Medics, LLC

location

Reno, NV

disclosure

1 Disclosures

ADVISOR BIO

Cory Semel is a registered investment advisor representative currently affiliated with Portfolio Medics, LLC. Cory has been in the financial services industry for over 12 years. Cory holds Series 6, 3, 63, 65 and SIE licenses and is registered to provide investment advisory services in Nevada. Cory specializes in investment advice, portfolio management, financial planning, and pension consulting. Cory previously worked with LIBERTY PARTNERS FINANCIAL SERVICES, LLC, COUNTRY CAPITAL MANAGEMENT COMPANY, WORLD CAPITAL BROKERAGE, INC., FINANCIAL ADVISERS OF AMERICA, LLC, and PRUCO SECURITIES, LLC.

SPECIALIZATIONS

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

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