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Marico Lashun Tippett

Community Wealth Builders

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About Marico Lashun Tippett

Marico Tippett is a registered Investment Advisor Representative with Community Wealth Builders. Marico Tippett is also licensed in the state of Texas. Marico Tippett has been in the financial services industry since 2005 and has a variety of experience, including working for FSC Securities Corporation, Wilbanks Securities, Inc., and World Group Securities, Inc.. Marico Tippett is also a licensed insurance producer. Marico Tippett has specializations in retirement planning, investment advisory services, and financial planning.

Firm Information

Marico Tippett is currently registered with Community Wealth Builders. Community Wealth Builders is an investment advisor headquartered in , with 1 registered investment advisor representative. The firm offers financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals. They manage approximately $675,920 in assets for 14 clients, primarily individuals other than high-net-worth clients. They can be reached at [website address].

$675,920

Assets Under Management

Not reported

Total Clients

1

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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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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Marico Tippett’s Registration & Firm History

AZ

03/31/2021 - Present

Community Wealth Builders (VAIL AZ)

AZ

07/02/2010 - 06/07/2013

FSC SECURITIES CORPORATION (TUCSON AZ)

OK

09/22/2005 - 06/15/2010

WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)

GA

01/19/2005 - 09/23/2005

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/30/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Marico Lashun Tippett. Review regulatory record here.
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