Lipscomb Investment Group, LLC

Lipscomb Investment Group, LLC (CRD# 131869) is a financial advisory firm headquartered in Auburn, AL. They manage $43,327,004 in 95 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $456,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Other
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
Davis D. Lipscomb
CRD#: 6253935
1799 Ogletree Rd., Suite 100, Auburn, AL 36830
97
Wealthminder
score

We focus on assisting High Net Worth Families by providing comprehensive Estate Planning.  This is accomplished through coordinated advice to facilitate asset management and Multi-Generation Wealth transfer.  

 

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.

2
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.

3
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.

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