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Lori Lynn Boykin

BIP Wealth, LLC

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About Lori Lynn Boykin

Lori Lynn Boykin is an Investment Advisor Representative associated with Bip Wealth, LLC, in Atlanta, Georgia. Lori Lynn is a registered Investment Advisor Representative, who has been in the industry since 1997. Lori Lynn has been with Bip Wealth, LLC since December 2014. Previous to Bip Wealth, LLC, Lori Lynn Boykin was associated with CHARLES SCHWAB & CO., INC. from March 1999 to October 2014 and A. G. EDWARDS & SONS, INC. from December 1997 to March 1999.

Firm Information

Lori Boykin is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lori Boykin’s Registration & Firm History

GA

12/08/2014 - Present

BIP Wealth, LLC (ATLANTA GA)

GA

03/29/1999 - 10/27/2014

CHARLES SCHWAB & CO., INC. (ALPHARETTA GA)

MO

12/17/1997 - 03/03/1999

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 12/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/18/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/27/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Lynn Boykin.
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