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Thomas Patrick Meagher

Lipscomb Investment Group, LLC

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About Thomas Patrick Meagher

Thomas Meagher is an Investment Advisor Representative at Lipscomb Investment Group, LLC. Thomas is registered with the state of Alabama and Georgia. Thomas has been in the industry since October 2013 and has a Series 65 license. Thomas has experience in providing financial consulting services, financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Thomas Meagher is currently registered with Lipscomb Investment Group, LLC. Lipscomb Investment Group, LLC is an investment advisor headquartered in Auburn, Alabama with a focus on portfolio management for individuals and businesses. With over $71 million in assets under management, the firm serves a diverse clientele including high-net-worth individuals, corporations, and individuals other than high-net-worth. They also offer financial planning and pension consulting services.

$71.41M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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financial consulting services

Financial consulting services

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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percentage of assets

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

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Thomas Meagher’s Registration & Firm History

AL

01/20/2022 - Present

Lipscomb Investment Group, LLC (AUBURN AL)

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Licenses & Designations

IA

Issued 01/12/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Patrick Meagher.
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