We found the following information about Rick J Nott at Lourdmurray, where Rick J Nott has worked as a Senior Wealth Manager since 2017. Rick's total work experience is over eight years, during which time the professional had at least four jobs at different companies to develop skills. Rick studied at the University of Chicago Booth School of Business from 2018. Rick J Nott received the following certifications: (Cfp®) Certified Financial Planner® Practitioner, Series 66, and (Cpwa®) Certified Private Wealth Advisor® Professional. Rick J Nott currently is located in Pacific Palisades, California. You can contact with Rick by looking for phone or email or find further information by requesting access to the person's additional details from SoftwareOfficial.
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Ricky Nott
Last updated Jun 15, 2024
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Senior Wealth Manager
9777 Wilshire Blvd Suite #1018, Beverly Hills, CA
LourdMurray is a Registered Investment Advisory firm based in Beverly Hills, California. With over $5 Billion in assets under management and 34 team members and it has built a business and r...
from Feb 2017
Advisor
2121 Avenue Of The Stars SUITE 2400, Los Angeles, CA 90067
At AdvicePeriod, we think it's time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients f...
Jun 1, 2015 — Feb 2017
Associate Advisor
2121 Avenue Of The Stars SUITE 1600, Los Angeles, CA 90067
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, in...
Jan 2010 — Jun 2015
Trader
620 Newport Center Dr SUITE 500, Newport Beach, CA 92660
Responsibilities include block trading and execution of model changes across all managed portfolios at multiple custodians including Fidelity and Schwab accounting for market volatility. Bui...
Jan 2008 — Dec 2009
Education
2004 — 2008
upto
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