Nephi
Eschler

Forthright Capital Advisory

CRD#6904395
Investment Advisor
in Las Vegas, NV

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About this Advisor

Nephi Eschler is a financial advisor based in Las Vegas, Nevada, working with Forthright Capital Advisory. Nephi has previously held positions at Db Systems, Golden Heart Senior Care, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Achieve You, Todd Johnson, Northwestern Mutual Wealth Management Company, Forthright Capital Advisory, The Church Of Jesus Christ Of Latter Day Saints, and Forthright Capital Partners. Nephi has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Nephi is part of Forthright Capital Advisory, which operates out of Las Vegas, Nevada. The firm has 16 offices and 32 employees. The firm manages assets totaling $26.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Forthright Capital Advisory includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7251 W Lake Mead Blvd, Ste 300
Las Vegas, NV 89128

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Forthright Capital Advisory Brokerage Details

Total Assets Under Management

$26,466,902

NV Average: $664,206,839
Total Number of Employees

32

NV Average: 10
Total Number of Accounts

264

NV Average: 1,698
Average Account Size

$100,253

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Nephi Eschler Work History

2023 - Present (1 year)

Forthright Capital Advisory

2023 - Present (1 year)

Forthright Capital Partners

2022 - 2023 (1 year)

Northwestern Mutual Wealth Management Company

2021 - 2023 (2 years)

Todd Johnson

2018 - 2021 (3 years)

Northwestern Mutual Life Insurance Company

2018 - 2023 (5 years)

Northwestern Mutual Investment Services LLC

2018 - 2023 (5 years)

Achieve You

2017 - 2018 (1 year)

Db Systems

2017 - 2017 (< 1 year)

Golden Heart Senior Care

2015 - 2017 (2 years)

The Church Of Jesus Christ Of Latter Day Saints

2013 - 2015 (2 years)

Student

Disclosures

Please visit the SEC profile of Nephi Eschler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Forthright Capital Advisory

Edward Hill
Conroe, TX
Ki Tin Chan
Indian Head Park, IL
Terry Szilasi
Spokane Valley, WA
Benjamin Kaplan
Las Vegas, NV
Ivan Henriquez
Las Vegas, NV
Ryan Brown
Las Vegas, NV
Nephi Eschler
Las Vegas, NV
Siew Chiun Yong
Rixeyville, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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