Lance Lipoufski (CRD# 2467915) is an Investment Advisor Representative working at Noble Advisory Group LLC in Waco, TX and has over 30 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Noble Advisory Group LLC | Waco, TX | Feb 2016 - Current | 8 |
Family Financial Services | Waco, TX | Oct 1993 - Current | 30 |
Cla Usa Advisory Group, LLC | Frisco, TX | Nov 2013 - Jan 2016 | 2 |
Cla Usa Inc. | Frisco, TX | Oct 2011 - Jan 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1994 |
S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
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- TX
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Total Assets Under Management2MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$200,000
- Hourly charges
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
TX
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