Brian Lipton, financial advisor Gaithersburg MD
90 score

Brian Lipton

CRD Number: 4555187
Current Firm: Mckinley Carter Wealth Services, Inc.

Brian Lipton (CRD# 4555187) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Gaithersburg, MD and has 1 year of experience in the finance industry. Brian Lipton 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.

Similar Advisors
Jim David, financial advisor Gaithersburg MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Michael Treanor, financial advisor Gaithersburg MD
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Similar Advisors
John Hensley, financial advisor Gaithersburg MD
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Mckinley Carter Wealth Services, Inc. Wheeling, WV Jan 2014 - Current 2
Yellowwood Financial Advisors, Inc. Gaithersburg, MD Jul 1993 - Current 23

Brian Lipton has no recent exams reported.
Contact Info for Brian R. Lipton
Phone Number: 304-230-2400
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.