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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kipton? Claim Your ProfileKipton Reiss is a financial advisor with over 25 years of experience in the industry. Kipton is currently registered with LPL Financial LLC, and is licensed in Illinois, Indiana, and Texas. Kipton has previously held positions at RAYMOND JAMES FINANCIAL SERVICES, INC. and ROBERT THOMAS SECURITIES, INC. Kipton specializes in working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Kipton offers a variety of financial services, including investment management, financial planning, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/21/2021 - Present
LPL Financial LLC (DECATUR IL)
IL
01/04/1999 - 05/01/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (DECATUR IL)
FL
09/17/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 02/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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