Advisors at this firm
Corey B
Series 63, Series 65, Series 66
Las Vegas, NV
McBroom & Associates, LLC
Corey Bryant is a financial advisor at McBroom & Associates, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Folio Investments, Inc., Progressive Insurance, Transamerica Life Insurance, and T. Rowe Price. McBroom & Associates is a discretionary, fee-based investment adviser serving individuals, including many high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $214 million in discretionary assets using a combination of fundamental value analysis, technical analysis, and market-timing techniques tailored to client objectives.
Martin M
Series 63, Series 65
Las Vegas, NV
McBroom & Associates, LLC
Martin Mcbroom is a financial advisor at McBroom & Associates, LLC in Las Vegas, NV, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McBroom & Associates since 2010. McBroom & Associates is a discretionary, fee-based investment adviser serving individuals—including many high-net-worth clients—as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $214 million in discretionary assets and uses a combination of fundamental value analysis and technical methods in portfolio management, tailoring strategies to client objectives.
Yuko D
CFP®, Series 63, Series 65
Las Vegas, NV
McBroom & Associates, LLC
Yuko Du Bois is a CFP® professional with 18 years of industry experience, currently serving at McBroom & Associates, LLC and owning MIRU & Associates LLC, a company providing accounting, bookkeeping, and small business administration services. She has been with McBroom & Associates since 2011 and founded MIRU & Associates in 2013. McBroom & Associates is a discretionary, fee-based investment adviser managing approximately $214 million in assets for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a value-based investment process combined with technical analysis and customizes portfolio construction to client objectives.