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Advisors near 89012
Out of 400,000+ nationwide
Jason H
Series 65
Henderson, NV
Ensourceful, Inc.
Jason Holloway is a financial advisor at Ensourceful, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Nevada Technical Associates, Inc. since 2008. Outside of finance, he is president of Hollowhead, Inc., a small business focused on virtual reality, augmented reality, and AI software. Ensourceful, Inc. provides customized investment advice and comprehensive financial planning primarily for individual retail investors. The firm emphasizes a consultative approach with fundamental security analysis and scenario-based portfolio strategies, focusing on robustness and resilience rather than solely historical-model optimization.
Seth G
Series 65
Henderson, NV
SG Financial Group, LLC
Seth Gutierrez is a financial advisor at SG Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked in the Clark County Financial Crimes Division since 2013. In addition to his advisory role, he practices law as an estate planning attorney, managing an affiliated law firm focused on wills, trusts, and probate. SG Financial Group, LLC provides portfolio management and investment advisory services to a small client base, utilizing a non-discretionary approach that combines fundamental analysis, modern portfolio theory, and technical analysis to construct long-term portfolios with mutual funds, ETFs, equities, and fixed-income securities.
De G
Series 65
Las Vegas, NV
GAO Investments
De Gao is the sole advisor at GAO Investments, holding a Series 65 designation with eight years of industry experience. His prior work includes roles at Canopy Mortgage and Appliance Recycling Centers of America Inc, and he has been involved with Live Venture since 2012. GAO Investments provides portfolio management services to institutions and high-net-worth clients, employing both fundamental and technical analysis with active strategies including options and margin. The firm operates as a single-officer advisory entity and uses a performance-based compensation model billed by invoice rather than a percentage-of-assets fee.
Robert L
Series 65
Las Vegas, NV
Lal Ltd.
Robert Lieberman is a financial advisor with Lal Ltd. in Las Vegas, NV, holding a Series 65 designation and 29 years of industry experience. He has been with Lal Ltd. since 1974. Lal Ltd. provides financial and investment advisory services to individual investors as well as a diverse range of organizational clients, including businesses, charitable organizations, pension and profit-sharing plans, banking and insurance institutions, state and municipal governments, other investment advisers, and a sovereign wealth entity. The firm’s investment approach centers on fundamental analysis of equities and fixed income, supported by performance reviews over multiple time horizons and ongoing client consultations.
Diane T
Series 65
Las Vegas, NV
Fraser Asset Management
Diane Tuntland is a financial advisor at Fraser Asset Management with six years of industry experience. She holds a Series 65 designation and has worked at Fraser Asset Management since 2018. Diane is also co-owner of Endowment Partners Foundation, a private foundation supporting charitable activities related to Endowment Partners, LLC. Fraser Asset Management provides discretionary investment management and financial planning primarily for individual clients, using a blend of active and passive strategies alongside fundamental, technical, and charting analysis. The firm manages a small client base with personalized investment policy statements and incorporates option and derivatives strategies as part of its portfolio construction and risk management.
Howard H
Series 63, Series 65
Henderson, NV
Oak Bay Financial, LLC
Howard Hopkinson II is a financial advisor at Oak Bay Financial, LLC with over 20 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked with firms including Securities Management and Research, Inc and American National Insurance. In addition to his advisory role, he is involved with Oak Bay Insurance LLC, where he is licensed to sell insurance products. Oak Bay Financial, LLC serves pooled vehicles, pension plans, institutional clients, businesses, and individuals. The firm focuses on asset allocation and passive investment management using index funds and ETFs, complemented by fundamental and technical analysis, while providing pension consulting and participant education services.
Prasad Y
Series 65
Las Vegas, NV
Interval Capital Management, LLC
Prasad Yerneni is a financial advisor at Interval Capital Management, LLC in Las Vegas, NV, holding a Series 65 designation with 10 years of industry experience. He has worked exclusively with Interval Capital Management since 2016. Interval Capital Management provides discretionary asset management to individuals, high-net-worth clients, and businesses through separately managed accounts. The firm employs an options-centric, systematic investment approach focused on S&P 500 and broad equity indexes, integrating technical and fundamental analysis with active risk controls and discretionary adjustments.
Susan M
Series 63, Series 65
Las Vegas, NV
Edgemont Investment Management, LLC
Susan Miller is the sole advisor at Edgemont Investment Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with 24 years of industry experience. She has been with Edgemont Investment Management since 2001. Edgemont Investment Management provides investment supervisory and portfolio management services to individuals, businesses, pension and profit-sharing plans, and trusts and estates, managing most client accounts on a discretionary basis. The firm combines fundamental and technical analysis in its investment process and offers a range of strategies including active trading and tax-efficient, individually managed portfolios, with a notable specialization in pension and profit-sharing plan consulting.
R. Scott T
Series 63, Series 65
Las Vegas, NV
PivotPoint Advisors, LLC
R. Scott Thompson is a financial advisor with PivotPoint Advisors, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at World Financial Group, Inc., Transamerica Financial Advisors, Inc., and leadership at PivotPoint Executive Search. Outside of advisory work, he is involved in insurance brokerage through PivotPoint Insurance Solutions, specializing in Medicare Advantage and Supplement plans as well as various life and health insurance products. PivotPoint Advisors provides customized financial planning, investment management, and wealth management services to individual investors, trusts, estates, small businesses, charitable organizations, and pension plans. The firm employs an asset-allocation-driven investment approach guided by documented policy and macroeconomic analysis, combining pension consulting and insurance brokerage with advisory services.
David L
Series 63, Series 65
Henderson, NV
Spirit Investment Advisors
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Advisors near 89012
Out of 400,000+ nationwide