Lipscomb Investment Group, LLC

Lipscomb Investment Group, LLC (CRD# 131869) is a financial advisory firm headquartered in Auburn, AL. They manage $38,137,319 in 110 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $346,703
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, GA, TX

Financial Advisors at Lipscomb Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
A. D. Lipscomb
CRD#: 1710730
Auburn, AL
93
Wealthminder
score

A. Lipscomb (CRD# 1710730) is an Investment Advisor Representative working at Lipscomb Investment Group, LLC in Auburn, AL and has over 30 years of experience in the finance industry.

2
Mike S. Sanda
CRD#: 2650182
Columbus, GA
93
Wealthminder
score

Mike Sanda (CRD# 2650182) is an Investment Advisor Representative working at Lipscomb Investment Group, LLC in Columbus, GA and has over 22 years of experience in the finance industry.

3
Davis D. Lipscomb
CRD#: 6253935
1799 Ogletree Rd., Auburn, AL 36830
89
Wealthminder
score

Davis Lipscomb (CRD# 6253935) is an Investment Advisor Representative working at Lipscomb Investment Group, LLC in Auburn, AL and has over 3 years of experience in the finance industry.

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