Nick is the practice manager and a registered representative. Nick has many years of experience in the financial services industry where he served many affluent and High Net-Worth clients. He has obtained advanced education and training that has equipped him with the skills and experience needed to manage the growing practice. Nick is also licensed to provide investment management and provide financial planning services.
PROFESSIONAL BACKGROUND:
Nick holds the Series 7, Series 6, Series 66, and Series 63 securities registrations with LPL Financial He also holds an active Life Insurance and annuity license and has obtained the Accredited Investment Fiduciary designation and the Certified Financial Planner designation. Nick takes over 30 hours of continuing education each year to maintain his licenses and certifications in good standing.
EDUCATIONAL BACKGROUND:
Mr. Philbeck has obtained a Master's Degree in International Business, a Bachelor's Degree in Business Management, and an Associates Degree in Science.
EMPLOYMENT HISTORY:
Personal Banker; Wells Fargo, 2015-2016
Business Banking Specialist; Wells Fargo Bank, 2016-2017
Licensed Personal Banker II; Wells Fargo Bank, 2017-2018
Registered Representative, Brokerage Associate; Wells Fargo Advisors, 2018-2022
LPL Financial Advisor, Wealth Strategist; LPL Financial, 2022-present