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RS

Richard W. Seel

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CRD#: 811532
RS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Warren Seel JR was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1975. Richard had worked at 13 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SEEL & WRIGHT, LLC,-- RIA IN THE STATE OF CA. I AM A MANAGING MEMBER OF THIS ENTITY AS WELL AS A INVESTMENT ADVISER REPRESENTATIVE. THIS ENTITY REQUIRES 95% OF MY ACTIVELY WORKING TIME. FIXED INSURANCE PRODUCTS ARE USED WHEN APPROPRIATE FOR MY CLIENT'S INDIVIDUAL SITUATION. SEEL TAX & INSURANCE SERVICES, LLC IS A NON-AFFILIATED ENTITY WITH SEEL & WRIGHT, LLC AND NPB FINANCIAL GROUP, LLC. ADDRESS OF WORK: 395 TAYLOR BLVD., SUITE 107, PLEASANT HILL, CA 94523

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 29, 2007 - August 17, 2017

NPB FINANCIAL GROUP, LLC

RIA
CRD#: 137743
PLEASANT HILL, CA
Past

January 29, 2007 - August 17, 2017

NPB FINANCIAL GROUP, LLC

BD
CRD#: 137743
PLEASANT HILL, CA
Past

February 24, 2006 - January 30, 2023

WRIGHT FINANCIAL, LLC

RIA
CRD#: 114076
PLEASANT HILL, CA
Past

January 10, 2000 - February 27, 2007

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA
CRD#: 104790
PLEASANT HILL, CA
Past

October 2, 1998 - February 12, 2007

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
PLEASANT HILL, CA
Past

April 14, 1998 - October 12, 1998

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
SANTA CLARA, CA
Past

October 9, 1996 - April 16, 1998

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 25, 1984 - October 16, 1996

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

August 3, 1979 - April 23, 1984

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

January 10, 1979 - September 27, 1979

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 16, 1977 - January 29, 1979

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

January 23, 1976 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66
Past

August 26, 1975 - November 28, 1975

WORLD CAPITAL BROKERAGE, INC.

BD
CRD#: 37

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/20/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/23/1975
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


NF
NPB FINANCIAL GROUP, LLC
NPB FINANCIAL GROUP, LLC

CRD#: 137743 / SEC#: 801-65903, 8-67113

BD
Terminated by SEC on 10/11/2022
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Contact information


Main Address
3500 W. Olive Ave Suite 300, Burbank, CA 91505
Mailing Address
Phone number
(818) 827-7132
Established
California since 08/19/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
5

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

NPB ADV PART 2 BROCHURE (3/28/2022)

Direct owners and executive officers


NamePositionCRD#
NAKAGIRI REV LIVING TRUSTMEMBER
PASH, MARK STEVENMEMBER - MANAGER869880
BRAZIEL, JAMES AUDYMEMBER2321699
BRAZIEL, JAMES HUBERTMEMBER - MANAGER29443
CHAN, FRANK STEWARTVICE-PRESIDENT/CHIEF MARKETING OFFICER2549010
CHING, GARY KOON CHEONGVICE-PRESIDENT / CFO/ACTING CCO1631264
CORIA, SHIRLEY JAMILVICE-PRESIDENT AND CHIEF OPERATING OFFICER/ACTING CCO1111255
MCFARLAND, RICHARD BENN JRTRUSTEE1080626
WRIGHT FINANCIAL, LLCMEMBER
MCFARLAND 1980 FAMILY TRUSTMEMBER
NAKAGIRI, MARIA AGNESTRUSTEE5723640

Regulatory assets under management


Total Number of Accounts1,698
AUM (Assets Under Management)$ 248,794,176

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NPB FINANCIAL GROUP, LLC

CRD#: 137743

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