Jason LippeattCRD Number: 3035644
Current Firm: Investment Advisors
Jason Lippeatt (CRD# 3035644) is an Investment Advisor Representative working at Investment Advisors in Birmingham, AL and has over 6 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|First Protective||Birmingham, AL||Sep 2011 - Current||6|
|Proequities, Inc.||Birmingham, AL||Aug 2007 - Current||10|
|Singletary Plumbing||Gardendale, AL||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management1,998MILLIONS
Total Number of Accounts14,898ACCOUNTS
Average Account Value$134,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV