Npb Financial Group, LLC

Npb Financial Group, LLC (CRD# 137743) is a financial advisory firm headquartered in Burbank, CA. They manage $450,000,000 in 2,378 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    2,378
    ACCOUNTS
  • Average Account Value
    $189,235
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, IL, NV, TX, UT

Financial Advisors at Npb Financial Group, LLC
Showing 1 - 10 of 34 top financial advisors.
1
Lori A. Flesher
CRD#: 2766782
5581 Scottwood Drive, Paradise, CA 95969
96
Wealthminder
score

Lori Flesher (CRD# 2766782) is an Investment Advisor Representative working at Npb Financial Group, LLC in Paradise, CA and has over 11 years of experience in the finance industry. Lori Flesher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gregory J. Meyer
CRD#: 3088783
5435 Balboa Blvd, Suite #106, Encino, CA 91316
96
Wealthminder
score

Gregory Meyer (CRD# 3088783) is an Investment Advisor Representative working at Npb Financial Group, LLC in Encino, CA and has over 18 years of experience in the finance industry. Gregory Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John R. Pearson
CRD#: 1587779
1400 Guerneville Road, Suite 14, Santa Rosa, CA 95403
96
Wealthminder
score

John Pearson (CRD# 1587779) is an Investment Advisor Representative working at Npb Financial Group, LLC in Santa Rosa, CA and has over 18 years of experience in the finance industry. John Pearson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Timothy T. Tracy
CRD#: 1629392
Riverside, CA
96
Wealthminder
score

Timothy Tracy (CRD# 1629392) is an Investment Advisor Representative working at Npb Financial Group, LLC in Riverside, CA and has over 29 years of experience in the finance industry. Timothy Tracy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Joseph G. Yurgec
CRD#: 1046095
Tucson, AZ
96
Wealthminder
score

Joseph Yurgec (CRD# 1046095) is an Investment Advisor Representative working at Npb Financial Group, LLC in Tucson, AZ and has over 34 years of experience in the finance industry.

6
Gary K. Ching
CRD#: 1631264
3500 W. Olive Avenue, Third Floor, Burbank, CA 91505
93
Wealthminder
score

Gary Ching (CRD# 1631264) is an Investment Advisor Representative working at Npb Financial Group, LLC in Burbank, CA and has over 28 years of experience in the finance industry.

7
Yi Ping Chou
CRD#: 4882398
3500 W. Olive Avenue, Third Floor, Burbank, CA 91505
93
Wealthminder
score

Yi Ping Chou (CRD# 4882398) is an Investment Advisor Representative working at Npb Financial Group, LLC in Burbank, CA and has over 11 years of experience in the finance industry.

8
Shirley J. Coria
CRD#: 1111255
3500 W. Olive Avenue, Third Floor, Burbank, CA 91505
93
Wealthminder
score

Shirley Coria (CRD# 1111255) is an Investment Advisor Representative working at Npb Financial Group, LLC in Burbank, CA and has over 21 years of experience in the finance industry.

9
Richard B. Duvernet
CRD#: 1994669
Laguna Beach, CA
93
Wealthminder
score

Richard Duvernet (CRD# 1994669) is an Investment Advisor Representative working at Npb Financial Group, LLC in Laguna Beach, CA and has over 25 years of experience in the finance industry.

10
James F. Easter
CRD#: 74758
9075 S, 1300 East, Suite #204, Sandy, UT 84094
93
Wealthminder
score

James Easter (CRD# 74758) is an Investment Advisor Representative working at Npb Financial Group, LLC in Sandy, UT and has over 24 years of experience in the finance industry.

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