Brian LiptonCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Mckinley Carter Wealth Services, Inc.||Wheeling, WV||Jan 2014 - Current||2|
|Yellowwood Financial Advisors, Inc.||Gaithersburg, MD||Jul 1993 - Current||23|
Total Assets Under Management828MILLIONS
Total Number of Accounts2,004ACCOUNTS
Average Account Value$413,268
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, LA, MD, NC, NJ, OH, PA, TX, VA, WV