Marc Lippincott
CRD Number: 3253234Current Firm: United Planners' Financial Services Of America A Limited Partner
Marc Lippincott (CRD# 3253234) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 24 years of experience in the finance industry. Marc Lippincott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1374125
Principal Securities, Inc.
CRD# 4789253
Lpl Financial LLC
CRD# 1270410
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Apr 2020 - Current | 4 |
| Nationwide Provident | Tulare, CA | May 2004 - Current | 19 |
| Marc Lippincott | Tulare, CA | May 1999 - Current | 24 |
| Lippincott Financial & Insurance Services | Tulare, CA | Mar 1999 - Current | 25 |
| Ministry Partners Securities, LLC | Brea, CA | Apr 2019 - Apr 2020 | 1 |
| Tulare County Treasury Oversight Committee | Visalia,, CA | Oct 2013 - Oct 2019 | 6 |
| Planmember Securities Corporation | Carpinteria, CA | Dec 2007 - Apr 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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