Alan Lotspeich, financial advisor Chico CA
93 score

Alan Lotspeich

CRD Number: 3163975
Current Firm: Npb Financial Group, LLC

Alan Lotspeich (CRD# 3163975) is an Investment Advisor Representative working at Npb Financial Group, LLC in Chico, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Npb Financial Group, LLC Chico, CA Apr 2006 - Current 12
Lotspeich & Ricci Accountancy Corp Chico, CA Jan 1997 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1999
Contact Info for Alan R. Lotspeich
Phone Number: 818-827-7132
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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