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Davis Denson Lipscomb

Lipscomb Investment Group, LLC

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About Davis Denson Lipscomb

Davis Denson Lipscomb is an investment advisor representative with Lipscomb Investment Group, LLC. Davis is registered with the state of Alabama, Georgia, and Texas. Davis has been in the industry since October 2012 and holds a Series 65 license. Davis has a total of 150 clients and manages over $71 million in assets. Davis specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Davis is also involved in PxL Family Office, LLC., a joint venture with Pivotal Finance.

Firm Information

Davis 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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Davis Lipscomb’s Registration & Firm History

AL

05/05/2022 - Present

Lipscomb Investment Group, LLC (AUBURN AL)

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Licenses & Designations

IA

Issued 04/12/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Davis Denson Lipscomb.
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