Brian Lipps, financial advisor Fairfax VA
96 score

Brian Lipps

CRD Number: 3093271
Current Firm: Edelman Financial Services, LLC

Brian Lipps (CRD# 3093271) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Fairfax, VA and has over 18 years of experience in the finance industry. Brian Lipps 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.

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Professional Designations
Company Name Location Dates Years
Ef Legacy Securities, LLC Fairfax, VA Apr 2016 - Current < 1
Edelman Financial Services LLC Fairfax, VA Sep 2013 - Current 3
Sanders Morris Harris Inc. Houston, TX Sep 2013 - Apr 2016 2
Charles Schwab Bank Washington, DC Feb 2005 - Sep 2013 8
Charles Schwab & Company, Inc. Washington, DC Jul 2002 - Sep 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Brian C. Lipps
Phone Number: 703-818-0800
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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