Naperville, IL Rickert Road Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,663 advisors across 10,418 offices

Location

1284 Rickert Road

Naperville IL 60540

Advisors at this office

3

Advisors at this office

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Sandra N

Series 65, Series 63

Naperville, IL

LPL Financial

Sandra Nasby is a financial advisor at LPL Financial with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at BMO Bank NA and Helzberg Diamonds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by various research and model portfolios.

College savings (529s, UTMA, etc.)
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Richard W

Series 65, Series 63

Naperville, IL

LPL Financial

Richard Williams is a financial advisor with LPL Financial based in Naperville, IL. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining LPL Financial, he worked at BMO Bank NA and US Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

David O

Series 66

Naperville, IL

LPL Financial

David Olson is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology-driven solutions.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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