Financial Institution Services

Finance · Nevada, United States · 1-10 Employees

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Overview

Headquarters

2975 The Peaks Ln, Las Vegas, Nevada, 89...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Financial Institution Services

Financial Institution Services LLC is a family-owned Registered Investment Advisor based in Las Vegas, NV, specializing in personalized financial advice for significant life decisions. The firm aims to help clients navigate the complexities of investing by providing clear, unbiased guidance. Their philosophy is rooted in historical knowledge and behavioral studies to contextualize market events. FIS offers advisory services in jurisdictions where they are appropriately registered or exempt from registration.Explore more
Popular SearchesFinancial Institution Services LLCSIC Code 62,628NAICS Code 52,523Show more

Financial Institution Services Org Chart

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DS
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Director, Client Services

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HS
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Financial Advisor & Director, Client Developm...

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RS
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Client Services Specialist

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Compare Similar Companies to Financial Institution Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Institution Ser...

<$5M
1-10
Private
-
-
DS
David ShinkDirector, Client Services
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$6.1M
1-10
Private
-
2006
<$5M
1-10
Private
<$5M
2011
ND
Nikki DubeRelationship Manager
<$5M
1-10
Private
-
2001
SF
Scott ForguesFounder & Financial Advisor
<$5M
1-10
Private
-
2010
GS
Gabriel SmithBranch Manager
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Institution Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Institution Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Institution Services.

Financial Institution Services Tech Stack

A closer look at the technologies used by Financial Institution Services

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Frequently Asked Questions Regarding Financial Institution Services

What is Financial Institution Services's official website?
Financial Institution Services's official website is www.adviceman.net
What is Financial Institution Services's Revenue?
Financial Institution Services's revenue is <$5 Million
What is Financial Institution Services's SIC code?
Financial Institution Services's SIC: 62,628
What is Financial Institution Services's NAICS code?
Financial Institution Services's NAICS: 52,523
How many employees does Financial Institution Services have?
Financial Institution Services has 1-10 employees
What industry does Financial Institution Services belong to?
Financial Institution Services is in the industry of: Finance, Securities Trading
What is Financial Institution Services competition?
Financial Institution Services top competitors include: Eagle Retirement & Financial Advisors, Financial Eagle, Antaeus Wealth Advisors, Schneider Wealth Strategies
What technology does Financial Institution Services use?
Some of the popular technologies that Financial Institution Services uses are: Microsoft 365, BlueHost, Microsoft Exchange Online
What does Financial Institution Services do?

Financial Institution Services LLC is a family-owned Registered Investment Advisor based in Las Vegas, NV, specializing in personalized financial advice for significant life decisions. The firm aims to help clients navigate the complexities of investing by providing clear, unbiased guidance. Their philosophy is rooted in historical knowledge and be... havioral studies to contextualize market events. FIS offers advisory services in jurisdictions where they are appropriately registered or exempt from registration.Read More

Is Financial Institution Services a public company?
Financial Institution Services is private company therefore does not currently have an official ticker symbol
See more information about Financial Institution Services

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