Banner Wealth and Investment Services - Dave Nelson

Meet Dave Nelson RICP®, VP and LPL Financial Advisor

Office: 530-824-7814
Email: dave.nelson@lpl.com
Address: 2485 Notre Dame Blvd., Chico, CA 95928
Assisted by Ramiro Sanchez: 530-527-8585, Toll Free: 866-874-3721

 

Check the background of investment professionals associated with this site on BrokerCheck® by FINRA 

With over 30 years' experience as a financial consultant, Dave Nelson is thoughtful and enthusiastic about helping people create a realistic, personalized investment strategy. He engages clients in an informative planning process that helps them define and pursue their goals.

As a Retirement Income Certified Professional (RICP), Dave is as focused on preparing and saving for retirement as he is on the goal of preserving and distributing the retirement nest egg. He enjoys educating clients about the numbers — taxes, interest rates, life expectancy, market fluctuations and more — to help them gain economic efficiencies, and help them strive to make better financial decisions regarding the funds they work so hard to earn.

 

A customized path to your future:

Dave serves many business and individual clients in several states and keeps regular office hours in our Northern California locations. He welcomes the opportunity to develop a customized financial strategy for you to work towards your objectives.

 

A qualified, trusted representative:

  • Certifications: FINRA Series 6, 7, 24, 63 and 66, registered through LPL Financial
  • California Life/Health Insurance License # OB33992
  • Life and Long-Term Care Insurance Licenses in numerous states
  • State Securities Registrations in numerous states

Areas of focus:

Families and individuals

  • Retirement planning
  • Retirement income distribution planning
  • Investment & Life Insurance planning

Businesses

  • Retirement planning
  • Life Insurance planning
  • Business succession planning

Contact Dave for a no-obligation consultation:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Wealth and Investment Services, and may also be employees of Banner Bank. 

These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Wealth and Investment Services. Securities and insurance products offered through LPL or its affiliates are: 

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY  |  NOT BANK GUARANTEED  |  NOT BANK DEPOSITS OR OBLIGATIONS  |  MAY LOSE VALUE

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.

Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please see the LPL Financial Form CRS and visit LPL Financial for more detailed information. 

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