Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Carson City has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Carson City, Nevada have an average of 24 years of experience.
Danette Lowe
CFP®
TruNorth Wealth
Qualifications
CRD# 3257893
Firm CRD# 8032
Series 7, 9, 10, 31, 66
Minimum Assets Required
$15,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ALJIAN CAPITAL MANAGEMENT 600 E. William Street, Suite 208 Carson City, NV, 89706 | $331,853,569 | 997 | 3 | A Percentage of AUM |
QualificationsFirm CRD# 167381
Assets Under Management $331,853,569
No. Of Clients997
Clients Per Financial Advisor332
ALJIAN CAPITAL MANAGEMENT is a financial advisory firm situated in Carson City, Nevada. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 997 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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