Wealth Management Advisor
Current
Aug 2023 - Present
AeroLeads people directory · profile
Rick K. Email & Phone Number
Wealth Management Advisor
at
LPL Financial
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Wealth Management Advisor
Location
Huntsville, Alabama, United States
Company size
Who is Rick K.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rick K. is listed as Wealth Management Advisor at LPL Financial, a with 7900 employees, based in Huntsville, Alabama, United States. AeroLeads shows a matched LinkedIn profile for Rick K..
Rick K. previously worked as Wealth Management Advisor at Wiley Bros.- Aintree Capital Llc. Rick K. holds Bachelor'S Degree, Accounting from University Of Mississippi.
Company email context
Email format at LPL Financial
This section adds company-level context without repeating Rick K.'s masked contact details.
LPL Financial
Review company-level records connected to Rick K. before choosing the right outreach path.
Profile bio
About Rick K.
Rick K. is a Wealth Management Advisor at LPL Financial. He possess expertise in accounting, microsoft excel, customer service management, financial accounting, gaap and 8 more skills.
Listed skills include Accounting, Microsoft Excel, Customer Service Management, Financial Accounting, and 9 others.
Current workplace
Rick K.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Lpl Financial
2 roles
Rick K. work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Our Firm encompasses the best aspects of three businesses in one. We offer traditional brokerage services, municipal bond trading and underwriting, and integrated services encompassing all of our clients’ planning needs—financial, retirement, small business, estate, and succession planning.Whatever the investment focus, Wiley Bros.-Aintree Capital, LLC can address it.
Oct 2016 - Aug 2023
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
DU
David Urich
Colleague at Lpl FinancialRock Hill, South Carolina, United States
View →
CS
Cole Steely
Colleague at Lpl FinancialSan Diego, California, United States
View →
NJ
Nicole Johnson
Colleague at Lpl FinancialSan Diego County, California, United States
View →
SL
Sasha Lisa
Colleague at Lpl FinancialSan Francisco, California, United States
View →
ME
Michael Epolito
Colleague at Lpl FinancialFort Mill, South Carolina, United States
View →
AM
Arcieri Mcfadden
Colleague at Lpl FinancialRock Hill, South Carolina, United States
View →
DS
Dena Schwartz
Colleague at Lpl FinancialSan Diego, California, United States
View →
RC
Rickie Cantrell
Colleague at Lpl FinancialWest Palm Beach, Florida, United States
View →
RC
Rebecca Chiccino
Colleague at Lpl FinancialSuffolk County, Massachusetts, United States
View →
JC
Jennifer Chen
Colleague at Lpl FinancialLos Angeles, California, United States
View →
David Urich
Colleague at Lpl FinancialRock Hill, South Carolina, United States
View →
CS
Cole Steely
Colleague at Lpl FinancialSan Diego, California, United States
View →
NJ
Nicole Johnson
Colleague at Lpl FinancialSan Diego County, California, United States
View →
SL
Sasha Lisa
Colleague at Lpl FinancialSan Francisco, California, United States
View →
ME
Michael Epolito
Colleague at Lpl FinancialFort Mill, South Carolina, United States
View →
AM
Arcieri Mcfadden
Colleague at Lpl FinancialRock Hill, South Carolina, United States
View →
DS
Dena Schwartz
Colleague at Lpl FinancialSan Diego, California, United States
View →
RC
Rickie Cantrell
Colleague at Lpl FinancialWest Palm Beach, Florida, United States
View →
RC
Rebecca Chiccino
Colleague at Lpl FinancialSuffolk County, Massachusetts, United States
View →
JC
Jennifer Chen
Colleague at Lpl FinancialLos Angeles, California, United States
View →
1 education record
Rick K. education
FAQ
Frequently asked questions about Rick K.
Quick answers generated from the profile data available on this page.
What company does Rick K. work for?
Rick K. works for LPL Financial.
What is Rick K.'s role at LPL Financial?
Rick K. is listed as Wealth Management Advisor at LPL Financial.
Where is Rick K. based?
Rick K. is based in Huntsville, Alabama, United States while working with LPL Financial.
What companies has Rick K. worked for?
Rick K. has worked for Lpl Financial and Wiley Bros.- Aintree Capital Llc.
Who are Rick K.'s colleagues at LPL Financial?
Rick K.'s colleagues at LPL Financial include David Urich, Cole Steely, Nicole Johnson, Sasha Lisa, and Michael Epolito.
How can I contact Rick K.?
You can use AeroLeads to view verified contact signals for Rick K. at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Rick K. attend?
Rick K. holds Bachelor'S Degree, Accounting from University Of Mississippi.
What skills is Rick K. known for?
Rick K. is listed with skills including Accounting, Microsoft Excel, Customer Service Management, Financial Accounting, Gaap, Sales Operations, Tax Preparation, and Tax.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Rick K. you were looking for.
View similar profiles
