Our Team Peter W. Bell, CFP®, CERTIFIED FINANCIAL PLANNER™ LPL Financial Advisor (530) 588-1540 (530) 267-8214 firstname.lastname@example.org I have lived in Chico, CA and have been licensed and employed in the financial services industry since 1993. For more than two decades’ businesses, professionals, and individuals have trusted me with their financial and... Read more Brandon C. Lopez, CAP® Marketing/Operations Manager (530) 588-1540 (530) 267-8214 email@example.com I have been in the financial services industry since 2006. I hold Series 7 (General Securities Representative) and Series 66 (NASAA Uniform combined State Law exam) licenses held with LPL Financial. Throughout my career I have worked... Read more Jonathan Negrete Administrative Associate 5305881540 5302678214 firstname.lastname@example.org I am a Chico State University student studying Business, with a concentration in Finance. I passed the Securities Industry Essentials (SIE) Exam, and I'm in the process of pursuing my Series 7 (General Securities Representative) and... Read more Contact Us Today Name Email Address Phone Question Thank you! Oops! Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!