Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bernard Lipton is a Registered Investment Advisor (IA) with Lipton Financial Corp. in Atlanta, GA. Stephen Bernard Lipton is also the President and Sole Proprietor of Lipton Financial Corp., which provides real estate consulting, tax consulting, general financial consulting, and interest rate & hedging consulting. Stephen Bernard Lipton has been registered with the SEC since 1987 and has a variety of experience in the financial industry. Stephen Bernard Lipton is currently inactive in the Broker-Dealer (BD) industry.
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.
Estate, tax and interest rate advisory
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.
No clients/compensation at this time
1
2
GA
03/11/2003 - Present
Lipton Financial Corp. (ATLANTA GA)
TX
12/12/2011 - 06/29/2018
WM. H. MURPHY & CO., INC. (HOUSTON TX)
NY
09/09/1987 - 12/23/2009
TWENTY-FIRST SECURITIES CORPORATION (NEW YORK NY)
NA
10/03/1983 - 10/22/1990
PHOENIX FINANCIAL CORPORATION
BC
Issued 01/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1981
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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