Michelle Lippincott
CRD Number: 4762656Current Firm: United Planners' Financial Services Of America A Limited Partner
Michelle Lippincott (CRD# 4762656) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 9 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 4789253
Lpl Financial LLC
CRD# 1270410
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | Apr 2020 - Current | 4 |
| Lippincott Financial & Insurance Services | Tulare, CA | Apr 2020 - Current | 4 |
| Lippincott Financial & Insurance Services | Tulare, CA | Mar 2015 - Current | 9 |
| Michelle Lippincott (self Employed) | Tulare, CA | Mar 2007 - Current | 17 |
| Michelle Valdean Lippincott | Tulare, CA | Mar 2007 - Current | 17 |
| Lippincott Financial | Tulare, CA | Oct 2003 - Current | 20 |
| Your Financial Ally | Tulare, CA | Nov 2018 - Jul 2023 | 4 |
| Ministry Partners Securities, LLC | Brea, CA | Apr 2019 - Apr 2020 | 1 |
| Planmember Securities Corporation | Carpinteria, CA | Mar 2015 - Apr 2019 | 4 |
| Cal-pro Network | San Diego, CA | Jan 2011 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CA
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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