Marico Tippett (CRD# 4821428) is an Investment Advisor Representative working at Community Wealth Builders in Vail, AZ and has over 19 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwb Investment Advisors LLC | Tucson, AZ | Sep 2020 - Current | 3 |
| Lifepro Financial Services, Inc. | San Diego, CA | Jan 2020 - Current | 4 |
| United Financial Freedom | Draper, UT | Oct 2019 - Current | 4 |
| Old Pueblo Fund 2017-2, LLC | Southlake, TX | Oct 2017 - Current | 6 |
| Old Pueblo Fund 2016-1, LLC | Tucson, AZ | Apr 2016 - Current | 8 |
| Genesis Private Investors | Tucson, AZ | Jun 2013 - Current | 10 |
| Ctech Force Support | Tucson, AZ | Nov 2018 - Jun 2022 | 3 |
| Ddi Advisory Group | Wichita, KS | Mar 2016 - Sep 2020 | 4 |
| Mp Wealth Management LLC | Tucson, AZ | Mar 2016 - Sep 2020 | 4 |
| Pgh Advisors, LLC | Tucson, AZ | Feb 2015 - Sep 2020 | 5 |
| Greater Vail Chamber Of Commerce | Vail, AZ | Aug 2018 - Jan 2020 | 1 |
| Take Flight Advisors | Vail, AZ | Mar 2016 - Jan 2020 | 3 |
| The Hopman Group | Tucson, AZ | Feb 2015 - Jan 2020 | 4 |
| Arizona Air National Guard | 05/2012, AZ | May 2012 - Aug 2017 | 5 |
| Bwm Advisory LLC | Tucson, AZ | Oct 2014 - Feb 2015 | < 1 |
| Sole Proprietor | Tucson, AZ | Sep 2005 - Feb 2015 | 9 |
| Bfc Planning, Inc. | Tucson, AZ | Mar 2014 - Nov 2014 | < 1 |
| Genesis Financial Planning | Tucson, AZ | Jul 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management1MILLIONS
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Total Number of Accounts18ACCOUNTS
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Average Account Value$37,551
- 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
- Educational seminars/workshops
AZ, TX
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