Charles Lipps (CRD# 4887104) is an Investment Advisor Representative working at Avantax Advisory Services in Fairview, OK and has over 18 years of experience in the finance industry.
CRD# 3254746
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City Of Fairview Oklahoma | Fairview, OK | Sep 2022 - Current | 1 |
| Avantax Advisory Services | Endid, OK | Jan 2009 - Current | 15 |
| Avantax Investment Services, Inc. | Enid, OK | Aug 2005 - Current | 18 |
| Wymer Brownlee Tax & Financial Mana | Enid, OK | Aug 2005 - Current | 18 |
| W. Brownlee | Enid, OK | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- OK
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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