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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hal? Claim Your ProfileHal Lippman is a financial advisor with Grove Point Advisors, LLC, a firm registered with both the SEC and FINRA. Hal has been in the financial services industry since January 27, 1994. Hal has passed multiple securities exams including the Series 6, Series 62, Series 22, and Series 66, and the SIE exam. Hal has a wide range of experience, including previous roles with CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., and CAMBRIDGE INVESTMENT RESEARCH, INC.. Hal specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Hal is registered to provide investment advisory services in Florida and Maryland.
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.
A percentage of the total value of assets under management is charged.
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2
MD
07/21/2022 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
FL
09/20/2019 - 07/07/2022
CETERA ADVISOR NETWORKS LLC (FORT LAUDERDALE FL)
FL
11/01/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FORT LAUDERDALE FL)
FL
02/15/2000 - 11/29/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (CORAL SPRINGS FL)
MO
02/02/2000 - 02/15/2000
EISNER SECURITIES, INC. (ST. LOUIS MO)
MD
01/13/1999 - 02/01/2000
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
10/11/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 10/21/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
02/04/1994 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
TX
12/03/1993 - 12/21/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 12/06/1996
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/04/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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