Financial advisors in Incline Village, NV

64 advisors · page 1 of 3

Cheryl Young
Financial advisor at Rockefeller Capital Management
Rockefeller Capital Management · $99.6B AUM
CFP®VerifiedFinancial planning
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Damian Palfini
Financial advisor at Cavalot Capital
Cavalot Capital · $64.1M AUM
CFP®VerifiedFinancial planning
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Deborah Pursey
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Diane Woodward
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
CFP®VerifiedFinancial planning
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Eric Bickenbach
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Erin Anderson
Financial advisor at Atlas Peak Advisors, Inc.
Atlas Peak Advisors, Inc. · $86.8M AUM
CFP®VerifiedFinancial planning
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Gwen Straley
Financial advisor at 3rd Creek Investments
3rd Creek Investments · $204.9M AUM
CFP®VerifiedFinancial planning
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Lisa Farrier
Financial advisor at Nest Egg Financial Advisors
Nest Egg Financial Advisors · $37.2M AUM
CFP®VerifiedFinancial planning
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Lisa Petrie
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Matthew Iacono
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Steve Russell
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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William Litton
Financial advisor at Castle Coast Wealth, LLC
Castle Coast Wealth, LLC · $423.7M AUM
CFP®VerifiedFinancial planning
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Alexander Saf
Financial advisor at Sierra Summit Advisors LLC
Sierra Summit Advisors LLC · $780.8M AUM
VerifiedFinancial planning
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Andrea Steiner
Financial advisor at Consolidated Portfolio Review Corp
Consolidated Portfolio Review Corp · $1.59B AUM
VerifiedFinancial planning
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Benjamin Sloves
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
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Brett Malamet
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Brittany Surina
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
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Catherine Galgano
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Chad Whiteley
Financial advisor at Sierra Summit Advisors LLC
Sierra Summit Advisors LLC · $780.8M AUM
VerifiedFinancial planning
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Christopher Delellis
Financial advisor at Bodhi Tree Capital Management, LLC
Bodhi Tree Capital Management, LLC · $31M AUM
Verified
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Dave Straley
Financial advisor at 3rd Creek Investments
3rd Creek Investments · $204.9M AUM
VerifiedFinancial planning
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David Lummus
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
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David Vomund
Financial advisor at Vomund Investment Management, LLC
Vomund Investment Management, LLC · $64.5M AUM
Verified
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Diane Morrison
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
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Edward Scheingold
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Emily De La Reguera
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Eric Overstreet
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Gary Burnell
Financial advisor at Blueprint Investments and Tax Planning
Blueprint Investments and Tax Planning · $28.2M AUM
VerifiedFinancial planning
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Harris Kirschner
Financial advisor at 3rd Creek Investments
3rd Creek Investments · $204.9M AUM
VerifiedFinancial planning
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Howard Colgan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Incline Village, NV

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Incline Village, NV.

How this list works

Before you hire an advisor in Incline Village, NV