Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Lippincott is a financial advisor registered with United Planners' Financial Services of America a Limited Partner. Marc has been working in the industry since 1999 and has a strong background in providing financial advice to individuals and businesses. Marc's expertise includes financial planning, portfolio management, and retirement planning. Marc is committed to helping clients reach their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/15/2020 - Present
United Planners' Financial Services OF America A Limited Partner (TULARE CA)
CA
04/23/2019 - 04/16/2020
MINISTRY PARTNERS SECURITIES, LLC (Tulare CA)
CA
12/04/2007 - 04/18/2019
PLANMEMBER SECURITIES CORPORATION (TULARE CA)
CA
06/03/2004 - 12/12/2007
1717 CAPITAL MANAGEMENT COMPANY (TULARE CA)
OH
09/24/2001 - 06/24/2004
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
CT
04/03/2001 - 08/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
OH
07/30/1999 - 04/19/2001
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
BOTH
Issued 01/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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