linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Wade Lipscomb

Lipscomb Investment Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Wade Lipscomb

Andrew Wade Lipscomb is a registered investment advisor representative with Lipscomb Investment Group, LLC, located in Auburn, Alabama. Andrew has been in the securities industry for more than 7 years and has experience with various financial products and services. Andrew works with individual clients as well as businesses, helping them develop personalized financial plans and reach their investment goals. Andrew is a member of the Alabama, Georgia, and Texas securities regulatory bodies.

Firm Information

Andrew Lipscomb is currently registered with Lipscomb Investment Group, LLC. Lipscomb Investment Group, LLC is an investment advisor headquartered in Auburn, Alabama with a focus on portfolio management for individuals and businesses. With over $71 million in assets under management, the firm serves a diverse clientele including high-net-worth individuals, corporations, and individuals other than high-net-worth. They also offer financial planning and pension consulting services.

$71.41M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

financial consulting services

Financial consulting services

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Lipscomb’s Registration & Firm History

AL

05/05/2022 - Present

Lipscomb Investment Group, LLC (AUBURN AL)

AL

01/25/2017 - 05/16/2018

PARK AVENUE SECURITIES LLC (BIRMINGHAM AL)

Not sure if Andrew Wade Lipscomb is right for you?

Licenses & Designations

BOTH

Issued 02/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Wade Lipscomb.
Not sure if Andrew Wade Lipscomb is right for you?