Davis Lipscomb, financial advisor Auburn AL

Davis Lipscomb

CRD Number: 6253935
Current Firm: Lipscomb Investment Group, LLC

We focus on assisting High Net Worth Families by providing comprehensive Estate Planning.  This is accomplished through coordinated advice to facilitate asset management and Multi-Generation Wealth transfer.  

 

Davis Lipscomb (CRD# 6253935) is an Investment Advisor Representative working at Lipscomb Investment Group, LLC in Auburn, AL and has over 3 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Navam Investment Advisors Auburn, AL Oct 2012 - Current 8
Self-employed Auburn, AL Sep 2011 - Aug 2012 < 1
Unemployed Auburn, AL May 2011 - Sep 2011 < 1
Student Auburn, AL Aug 2010 - May 2011 < 1
Rental Center Inc. Auburn, AL Aug 2008 - Aug 2010 2
Brick Oven Pizza Company Auburn, AL Oct 2007 - Jul 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Davis D. Lipscomb
Phone Number: 334-826-1335
Firm Website: http://www.ligria.com
Registered State(s):
  • AL
  • GA
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $196,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, GA, TX

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