Banner Investment Services

Close-up of person looking at financial spreadsheets and using a calculator
Meet Dave Nelson, RICP and Investment Executive
Phone: 530-864-4226
Email: dave.nelson@lpl.com
Address: 2485 Notre Dame Blvd., Chico, CA
Assisted by Ramiro Sanchez: 530-527-8585, Toll Free: 866-874-3721

With 23 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 strategies for protecting 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 make better financial decisions regarding the funds they work so hard to earn.

 

A customized path to your future:

Dave serves business and individual clients in several states, and has regular office hours in our Northern California locations in Chico, Corning, Red Bluff, Redding, Mt. Shasta and Grass Valley. He welcomes the opportunity to develop a customized financial strategy for you at no charge.

 

A qualified, trusted representative:

Certifications: FINRA Series 6, 7, 24 and 63, registered through LPL Financial
Life/Health Insurance License # 0B33992
Life and Long-Term Care Insurance Licenses: Arizona, California, Colorado, New Jersey, Nevada, Ohio, Oregon, Texas, Utah, Virginia and Washington
State Securities Registrations: Arizona, California, Colorado, District of Columbia, Montana, New Jersey, Nevada, Ohio, Oregon, Texas, Utah, Virginia and Washington

Areas of focus:

Families and individuals

  • Retirement planning
  • Estate planning
  • Investment planning

Business advising

  • Retirement planning
  • Insurance and group benefit plans
  • Succession planning

Securities and Advisory services offered through LPL Financial, a registered investment advisor.
Member SIPC | FINRA Insurance products offered through LPL Financial or its licensed affiliate.

Financial advisors disclosure

Check the background of investment professionals associated with this site on FINRA’s Broker Check.