Nick Philbeck
Financial Advisor, Wealth Strategist at LPL Financial | Austin, Texas, United States
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Nick Philbeck is a highly experienced Financial Advisor and Wealth Strategist at LPL Financial, a Fortune 500 company renowned for its client-centric approach and innovative financial solutions. In his current role, Nick specializes in delivering comprehensive wealth management strategies tailored to the unique needs of individuals, business owners, and institutional clients. His expertise encompasses portfolio management, securities licensing, and fiduciary services, ensuring that clients receive sound investment advice grounded in rigorous research and a deep understanding of market dynamics.
Nick’s key projects often involve developing customized investment strategies that incorporate a broad spectrum of asset classes, including alternative investments and retirement planning solutions such as 401(k) plans. His proficiency in financial planning enables him to craft long-term strategies that optimize the time value of money, mitigate risks, and align with clients’ financial goals. Additionally, Nick leverages cutting-edge investment research and innovative brokerage services to enhance portfolio performance and provide clients with a competitive edge.
With nearly a decade of experience, Nick has built a reputation for his fiduciary responsibility, integrity, and dedication to client success. His skills in securities licensing, combined with his deep understanding of banking, investment strategies, and financial planning, position him as a trusted advisor in the wealth management space. At LPL Financial, Nick continues to leverage the firm’s robust resources and technology platform to deliver state-of-the-art financial solutions, ensuring his clients are well-positioned for both current needs and future growth.
LPL Financial Planner at National Financial Alliance in May 2022 to Present
Financial Advisor, Wealth Strategist at LPL Financial in May 2022 to Present
Brokerage Associate at Wells Fargo Advisors in October 2017 to May 2022
Licensed Personal Banker at Wells Fargo in January 2015 to May 2022
Department Head Sales Manager at 24 Hour Fitness in August 2011 to January 2015
Licensed Security Officer at Allied Universal in January 2010 to July 2011
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The University of Texas at Austin, August 2026
Park University, Master of Business Administration - MBA, August 2026
Park University, Bachelor of Science - BS, August 2026
Collin College, August 2026
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Sales
Sales Management
Department head
Fitness Training
Retail Brokerage
Securities License
Brokerage
Personal Banking
Loans
Fiduciary Services
Banking
Credit
Financial Services
Wealth Accumulation
Bond Markets
Equity Trading
Individual Retirement Accounts (IRA)
401(k) Retirement Savings Plans
Investment Research
Mutual Funds
Alternative Investments
Cash Flow Analysis
Balance Sheets
Variable Annuities
Indexed Annuities
Fixed Annuities
Estate Planning
Financial Planning
Time Value of Money
Portfolio Management
Investment Strategies
College Education Planning
Retirement Planning
Black Diamond® Wealth Platform
eMoney Financial Planning Software for Advisors
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Discover more about LPL FinancialWhat is Nick Philbeck email address?
Email Nick Philbeck at [email protected]. This email is the most updated Nick Philbeck's email found in 2026.
How to contact Nick Philbeck?
To contact Nick Philbeck send an email to [email protected]. (updated on February 16, 2025)
What company does Nick Philbeck work for?
Nick Philbeck works for LPL Financial
What is Nick Philbeck's role at LPL Financial?
Nick Philbeck is Financial Advisor, Wealth Strategist
What is Nick Philbeck's Phone Number?
Nick Philbeck's phone (214) ***-*296
What industry does Nick Philbeck work in?
Nick Philbeck works in the Financial Services industry.
Nick Philbeck Email Addresses
Nick Philbeck Phone Numbers
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