Stephen Lipton, financial advisor Atlanta GA

Stephen Lipton

CRD Number: 720814
Current Firm: Lipton Financial Corporation

Stephen Lipton (CRD# 720814) is an Investment Advisor Representative working at Lipton Financial Corporation in Atlanta, GA and has over 43 years of experience in the finance industry.

Similar Advisors
Daniel Mesa, financial advisor Atlanta GA
Daniel Mesa
CRD# 7069825
Beacon Global Advisor Network, LLC
Similar Advisors
Robby Schultz, CFP®, ChFC®, CPWA®, financial advisor Atlanta GA
Robby Schultz, CFP®, ChFC®, CPWA®
CRD# 5338514
Rollins Financial Advisors, LLC
Similar Advisors
Riley Stephenson, financial advisor Atlanta GA
Riley A. Stephenson
CRD# 5822473
Rockefeller Capital Management
Company Name Location Dates Years
Lipton Financial Corp. Atlanta, GA Sep 1982 - Current 41
Wm. H. Murphy & Company, Inc. Houston, TX Dec 2011 - Jun 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1981
Contact Info for Stephen B. Lipton
Phone Number: 404-851-9870
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Market timing services
  • Other
Types of Clients
Registered States

GA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.