Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Wayne Tippit is a financial advisor registered with RBC Capital Markets, LLC. Jacob has been in the securities industry for over 9 years. Jacob currently holds Series 7TO, SIE, and Series 66 licenses. Jacob has previously worked at NYLIFE Securities LLC, Lakeside Equity Dba Dewitt and Dunn, Watermark Home Loans, Bond Financial, Eagle Strategies LLC, and RBC Capital Markets, LLC. Jacob specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other business clients. Jacob is also licensed to provide advisory services in Arizona, Hawaii, Nevada, and Washington.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
WA
06/17/2024 - Present
RBC Capital Markets, LLC (EDMONDS WA)
WA
02/15/2024 - 05/17/2024
NYLIFE SECURITIES LLC (SEATTLE WA)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jacob Tippit is the right advisor for you? Invested Better is here to help.
