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Top Rated Financial Advisors in Las Vegas, Nevada

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Las Vegas, Nevada is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Las Vegas, Nevada with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Las Vegas, Nevada near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Jimmy Epley

JD's Tax-Smart Wealth Management

Jimmy Epley, a financial fiduciary, provides financial services to clients in the Las Vegas, Nevada area. Jimmy has over 19 years of experience.

Las Vegas, NV

Telephone Advisor

Telephone: 702-478-3001

Visit Advisor Website

https://www.jdswealthgroup.com/

View Research Report

Additional Information:

Years of Experience:
19 Years

Fee Structure

Fee-Based
Commissions
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
National Financial Services

Summit Portfolio Management

Summit Portfolio Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Las Vegas, Nevada area.

Las Vegas, NV

Telephone Advisor

Telephone: 702-838-9999

Visit Advisor Website

https://www.summitportfolio.com

View Research Report

Additional Information:

Years of Experience:
40 Years

Fee Structure

Fee-Only
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
TD Ameritrade

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Las Vegas, Nevada area.

Las Vegas, NV

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

View Research Report

Additional Information:

Financial Services Provided:

Financial Planning
Tax Advice and Services
Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

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Top Rated Financial Advisors in Las Vegas, Nevada