Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jessica Arana (CRD# 5747060) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in North Las Vegas, NV and has over 7 years of experience in the finance industry.
David Dunn (CRD# 2514757) is an the President and Chief Wealth Startegist at Kingsbridge Wealth Management, Inc. Kingsbridge Wealth Management is a multi-family office that works with a select number of ultra high net worth families to manage the complexities that come with being an owner of significant wealth.
Randy Garcia (CRD# 862041) is Registered Investment Advisor working at The Investment Counsel Company in Las Vegas, NV and has over 34 years of experience in the finance industry.
The Investment Counsel Company (ICC), founded in 1987 by Randy Garcia, was the first independent investment management firm in Nevada. ICC has been recognized for its expertise and excellence by s financial industry publications including Money Magazine, Barron’s, Wealth Manager and Medical Economics magazines. For numerous years the firm has been recognized by Barron’s as the top financial advisor in Nevada and one...
Raymond Shreder (CRD# 1340357) is an Investment Advisor Representative at ETF Management Consultants, located in Las Vegas, NV.
ETF MANAGEMENT CONSULTANTS provides investors with the benefits of both investing worlds:
• A comprehensive selection of low-cost / low-minimum 24/7 automated investment portfolio managers
• Manager selection, allocation and ongoing guidance provided by a Licensed Fiduciary Advisor
ETF Management Consultants offers free educational webinars, DIY planning apps and full pricing transparency.
Ray has over 30 years of experience in the finance industry.