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Financial ADVSR advisor directory · SEC adviser records

Whalen Financial financial advisors in Nevada

Every SEC-registered investment adviser representative at a Whalen Financial office in Nevada, by city and A to Z.

The short answer

4 registered advisors work at Whalen Financial in Nevada, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Las Vegas (4). 0 list the CFP designation and 0 are also registered broker representatives.

Whalen Financial advisors by city in Nevada

Every firm in Nevada →

Las Vegas 4

Whalen Financial advisors in Nevada, A to Z

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Whalen Financial advisors in every state →Whalen Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Whalen Financial financial advisors are in Nevada?

4 investment adviser representatives are registered at Whalen Financial offices in Nevada, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Nevada does Whalen Financial have the most advisors?

Las Vegas, with 4. Whalen Financial has advisors in 1 city in Nevada.

How do I check a Whalen Financial advisor in Nevada?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Whalen Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.