Joseph LipeCRD Number: 310412
Current Firm: Robert W. Baird & Company Incorporated
Joseph Lipe (CRD# 310412) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charlotte, NC and has over 42 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Robert W. Baird||Charlotte, NC||Feb 2013 - Current||9|
|Morgan Stanley Smith Barney||Charlotte, NC||Jun 2009 - Feb 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1980|
|S65||NASAA Investment Advisors Law Examination||Apr 1991|
Total Assets Under Management275,840MILLIONS
Total Number of Accounts272,742ACCOUNTS
Average Account Value$1,011,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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