Our Team Peter W. Bell, CFP®, CERTIFIED FINANCIAL PLANNER™ LPL Financial Advisor (530) 588-1540 (530) 267-8214 email@example.com 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 firstname.lastname@example.org 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 Dominick Isom Non-Licensed Advisor Assistant (530) 588-1540 (530) 267-8214 email@example.com I am a Chico State University student studying Business, with an option in Finance. I am in the process of acquiring Series 7 (General Securities Representative), Series 66 (NASAA Uniform Combined State Law), and California Insurance... 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!