Nest Egg Financial Advisors

Nest Egg Financial Advisors (CRD# 297602) is a financial advisory firm headquartered in Crystal Bay, NV. They manage $19,837,265 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

P.o. Box 373, Crystal Bay, NV 89402

http://www.nesteggfa.com

By the Numbers

Total Assets Under Management

20

MILLION
Total Number of Accounts

90

ACCOUNTS
Average Account Value

$220,414

Compensation Options

A percentage of assets under your management
Hourly charges
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Nest Egg Financial Advisors

Showing 1 - 2 of 2 top financial advisors.

John W. Ekin

CRD#: 6967868

Incline Village, NV

John Ekin (CRD# 6967868) is an Investment Advisor Representative working at Nest Egg Financial Advisors in Incline Village, NV and has over 6 years of experience in the finance industry.

Lisa E. Farrier

CRD#: 3262734

Incline Village, NV

Lisa Farrier (CRD# 3262734) is an Investment Advisor Representative working at Nest Egg Financial Advisors in Incline Village, NV and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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