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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Stateline, NV

Every SEC-registered investment adviser representative at a firm office in Stateline, with the firms that employ the most of them.

4 registered advisors work in Stateline; the most are at D.A. Davidson & Co. (1). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Stateline

FirmAdvisors in Stateline
D.A. Davidson & Co.1
Exodus Wealth, LLC1
Independent Financial Group, LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in Stateline, A to Z

Search all of Nevada →

Other cities in Nevada

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Las Vegas 1,253Reno 581Henderson 330Incline Village 58Carson City 43Sparks 35Minden 19Elko 18North Las Vegas 18Gardnerville 17Zephyr Cove 11Pahrump 9Boulder City 7Zepher Cove 7Dayton 6Mesquite 6Crystal Bay 5Glenbrook 5

Questions

How many financial advisors are in Stateline, NV?

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

Which firm has the most financial advisors in Stateline?

D.A. Davidson & Co., with 1 registered advisors in Stateline, followed by Exodus Wealth, LLC with 1.

How do I check a financial advisor in Stateline?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.