Justin TippCRD Number: 3005964
Current Firm: First Republic Investment Management, Inc.
Justin Tipp (CRD# 3005964) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Diego, CA and has over 24 years of experience in the finance industry. Justin Tipp 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|First Republic Securities Company, LLC||San Diego, CA||Apr 2017 - Current||5|
|First Republic Investment Management, Inc.||San Diego, CA||Apr 2017 - Current||5|
|First Republic Securities Company, LLC||San Diego, CA||Mar 2014 - Apr 2017||3|
|First Republic Investment Management||San Diego, CA||Jul 2012 - Apr 2017||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
|S63||Uniform Securities State Law Examination||Jul 2014|
Total Assets Under Management136,819MILLIONS
Total Number of Accounts66,919ACCOUNTS
Average Account Value$2,044,540
- A percentage of assets under your management
- 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)
- 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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