Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lippincott is an Investment Advisor Representative with Fisher Investments. David has been in the financial services industry for over 5 years. David is registered with the state of Texas. David has a Series 63 and a Series 65 license. David is also licensed to sell variable contracts.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/02/2020 - Present
Fisher Investments (PLANO TX)
MS
05/24/2019 - 04/21/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Ridgeland MS)
IA
Issued 06/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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