Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Behr Lipsey is an investment advisor representative associated with Wells Fargo Investment Institute, Inc.. David has been in the industry since August 11, 2003 and has a current registration with the state of California. David has passed the Series 63, Series 65 and Series 6 exams and is currently registered with Wells Fargo Investment Institute, Inc. Previous employment includes Payden & Rygel Distributors.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
02/02/2022 - Present
Wells Fargo Investment Institute, Inc. (Los Angeles CA)
CA
08/11/2003 - 09/09/2014
PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)
IA
Issued 02/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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