Wealth Management Advisor
Current
Aug 2023 - Present
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Rick K. Email & Phone Number
Wealth Management Advisor
at
LPL Financial
LinkedIn matched
3 data sources
Profile completeness 100%
Current company
Role
Wealth Management Advisor
Location
Huntsville, Alabama, United States
Company size
Who is Rick K.? Overview
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Quick answer
Rick K. is listed as Wealth Management Advisor at LPL Financial, a company 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
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LPL Financial
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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
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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.
Oct 2016 - Aug 2023
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
SW
Shannon Williams
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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KC
Karen Campos
Colleague at Lpl Financial
York, South Carolina, United States, United States
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KT
Ken Talentino
Colleague at Lpl Financial
Greater Boston, United States
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KP
Kellan Plummer
Colleague at Lpl Financial
San Diego, California, United States, United States
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AM
Amitha M.
Colleague at Lpl Financial
Tampa, Florida, United States, United States
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KK
Kyle Knell
Colleague at Lpl Financial
San Diego, California, United States, United States
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SR
Sara Radigan, Cfp®
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
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SS
Samantha Sheety
Colleague at Lpl Financial
California, United States, United States
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MA
Mary Ann Vance
Colleague at Lpl Financial
Ventura, California, United States, United States
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SW
Stephen Waite
Colleague at Lpl Financial
Plattsburgh, New York, United States, United States
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Shannon Williams
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
View →
KC
Karen Campos
Colleague at Lpl Financial
York, South Carolina, United States, United States
View →
KT
Ken Talentino
Colleague at Lpl Financial
Greater Boston, United States
View →
KP
Kellan Plummer
Colleague at Lpl Financial
San Diego, California, United States, United States
View →
AM
Amitha M.
Colleague at Lpl Financial
Tampa, Florida, United States, United States
View →
KK
Kyle Knell
Colleague at Lpl Financial
San Diego, California, United States, United States
View →
SR
Sara Radigan, Cfp®
Colleague at Lpl Financial
Charlotte, North Carolina, United States, United States
View →
SS
Samantha Sheety
Colleague at Lpl Financial
California, United States, United States
View →
MA
Mary Ann Vance
Colleague at Lpl Financial
Ventura, California, United States, United States
View →
SW
Stephen Waite
Colleague at Lpl Financial
Plattsburgh, New York, United States, United States
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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 Shannon Williams, Karen Campos, Ken Talentino, Kellan Plummer, and Amitha M..
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.
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