Rick Nott Email & Phone Number
Wealth Advisor @ Lourdmurray @ LourdMurray
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Rick Nott Location
- Pacific Palisades, California, United States
Rick Nott Work
- now Wealth Advisor @ Lourdmurray @
- 2017 -now Senior Wealth Advisor @
- 2015 -2017 Advisor @
- 2010 -2015 Associate Advisor @
- 2008 -2009 Trader @
Rick Nott Education
- UC Irvine
Bachelor of Arts (Economics)
2004-2008 - Franklin Academy 2004
- The University of Chicago Booth School Of Business 2018
- University of California
Rick Nott Skills
- Asset Allocation
- Wealth Management
- Strategic Financial Planning
- Portfolio Management
- Capital Markets
- VBA
- Investments
- Retirement Planning
- Investment Advisory
- Investment Management
- Wealth Management Services
- Trading
- Financial Analysis
- Finance
- Asset Management
- Mutual Funds
- Series 7
- Management
- Securities
- Equities
- Financial Services
- Investment Strategies
- Estate Planning
- Microsoft Word
- Customer Service
- Strategic Financial
- Series 63
Rick Nott Summary
- Rick Nott, based in Pacific Palisades, California, United States, is currently a Wealth Advisor @ Lourdmurray at Lourdmurray. Rick Nott brings experience from previous roles at Lourdmurray, Adviceperiod, Signature Estate & Investment Advisors, LLC and United Capital Financial Advisers, LLC. Rick Nott holds a 2004 - 2008 Bachelor of Arts in Economics @ UC Irvine. With a robust skill set that includes Asset Allocation, Wealth Management, Strategic Financial Planning, Portfolio Management, Capital Markets and more. Rick Nott has 1 emails and 1 mobile phone numbers on RocketReach.
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