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Showing 1 - 7 of 7 results
JACKSON AND WHITAKER, INC.
JACKSON AND WHITAKER, INC.
Minden, Nevada
1-24 employees
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Jackson & Whitaker, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Leading
LEGACY WEALTH PLANNING LLC
LEGACY WEALTH PLANNING LLC
Reno, Nevada
1-24 employees
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com
Retirement Benefits Rank
Market Competitive
PETERSON WEALTH MANAGEMENT, LLC
PETERSON WEALTH MANAGEMENT, LLC
Sparks, Nevada
1-24 employees
Peterson Wealth Management is an independent full service firm which offers professional assistance to our clients in all areas of financial planning -- investments, insurance and planning for the future. Our goal is to provide personalized, unbiased advice so that our clients, who are ages 1 to 101, and who come from all walks of life, can make informed decisions and create innovative solutions in pursuing their financial goals. Because we are an independent firm, we are able to think outside the box; we know that each client, and his or her situation, is different. We treat our clients as we would a close friend or relative. At our firm, clients hear a human voice on the phone, not a recording, because of the respect we have for them. We value and appreciate our clients and are proud when they show their confidence by referring others to us. Our motto is: Treat people the way you would want to be treated, with care, honesty and respect, and they will return the favor. To learn more, please visit http://www.petersonwm.com/ -- Advisory Services offered through Peterson Wealth Management, LLC, a Registered Investment Adviser. Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA & SIPC. M.S. Howells & Co. and Peterson Wealth Management LLC are NOT affiliated. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. To ‘Like’, ‘Share’ or ‘Follow’ name of entity’s/individual’s page or any of the posts on this page should in no way be construed as a testimonial or an endorsement of the entity name/individual name. Third-party posts found on this profile do not reflect the views of M.S. Howells & Co. nor has it reviewed such content for accuracy or completeness.
Retirement Benefits Rank
Market Leading
KENT LAKE CAPITAL LLC
KENT LAKE CAPITAL LLC
Reno, Nevada
1-24 employees
SMID Cap Equity Investors
Retirement Benefits Rank
Market Laggard
SANCHEZ WEALTH MANAGEMENT, LLC
SANCHEZ WEALTH MANAGEMENT, LLC
Reno, Nevada
1-24 employees
Jon Sanchez is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and registered investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive Suite 200 San Diego, CA 92130. Sanchez Wealth Management, LLC and IFG are not affiliated entities. Information provided is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. Because securities vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third part website, you are leaving our site and assume total responsibility for your use of these sites. Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, ID, IL, LA, MT, NV, OH, SC, TX, UT, VA, WY. The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete or current. Because securities vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website, you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Retirement Benefits Rank
Market Competitive
GK WEALTH MANAGEMENT LLC
GK WEALTH MANAGEMENT LLC
Reno, Nevada
1-24 employees
Investment Advisory services are offered through GK Wealth Management, a registered investment advisor. GK Wealth Management is a registered investment advisor with the SEC. Our registration as an investment advisor with the SEC or any other authority does not imply a certain level of skill or training.
Retirement Benefits Rank
Market Competitive
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ICAPITAL WEALTH LLC
ICAPITAL WEALTH LLC
Stateline, Nevada
1-24 employees
• Transitioned team from Alex, Brown to an independent Registered Investment Advisor (RIA) platform• Managed all compliance tasks including audits, billing, advisory agreements, and restricted securities transactions • Facilitated subscriptions to private equity and structured products; managed all equity and fixed income trades• Collaborated with transition teams from Raymond James Investment Advisors Services, third party compliance consultants, and broker and dealer custodians
Retirement Benefits Rank
Market Laggard