Alan LotspeichCRD 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.
Chico Wealth Ria, Inc.
Securities America Advisors, Inc.
Lpl Financial LLC
|Npb Financial Group, LLC||Chico, CA||Apr 2006 - Current||11|
|Lotspeich & Ricci Accountancy Corp||Chico, CA||Jan 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1999|
Total Assets Under Management450MILLIONS
Total Number of Accounts2,378ACCOUNTS
Average Account Value$189,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, IL, NV, TX, UT