Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Robert Lippman is a financial professional with over 30 years of experience in the industry. Andrew is currently registered with Cambridge Investment Research Advisors, Inc. in California, and has previously held positions at American Portfolios Financial Services, Inc., Commonwealth Financial Network, NML Equity Services, Inc., Robert W. Baird & Co. Incorporated, Global Capital Securities, Inc., and Equitable Securities of New York, Inc. Andrew is a Certified Financial Planner and a Chartered Financial Consultant. Andrew is also a licensed insurance agent for various independent insurance companies. Andrew is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (Carlsbad CA)
NY
01/03/2011 - 03/15/2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GLEN COVE NY)
NY
07/13/1990 - 12/31/2010
COMMONWEALTH FINANCIAL NETWORK (GLEN COVE NY)
WI
04/17/1989 - 07/12/1990
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
04/17/1989 - 07/11/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/25/1988 - 03/22/1989
GLOBAL CAPITAL SECURITIES, INC.
NA
09/23/1987 - 12/07/1987
EQUITABLE SECURITIES OF NEW YORK,INC.
IA
Issued 04/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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