Lipscomb Investment Group, LLC

Lipscomb Investment Group, LLC (CRD# 131869) is a financial advisory firm headquartered in Auburn, AL. They manage $71,414,263 in 150 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2372 East University Drive, Unit 102, Auburn, AL 36830
http://www.ligria.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $476,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, GA, TX

Financial Advisors at Lipscomb Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
A. Lipscomb, financial advisor Auburn AL
A. D. Lipscomb
CRD#: 1710730
Auburn, AL

A. Lipscomb (CRD# 1710730) is an Investment Advisor Representative working at Lipscomb Investment Group, LLC in Auburn, AL and has over 36 years of experience in the finance industry.

2
Andrew Lipscomb, financial advisor Auburn AL
Andrew W. Lipscomb
CRD#: 6477885
2372 East University Drive, Unit 102, Auburn, AL 36830

Andrew Lipscomb (CRD# 6477885) is an Investment Advisor Representative working at Lipscomb Investment Group, LLC in Auburn, AL and has over 7 years of experience in the finance industry.

3
Davis Lipscomb, financial advisor Auburn AL
Davis D. Lipscomb
CRD#: 6253935
2372 East University Drive, Unit 102, Auburn, AL 36830

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.

4
Thomas Meagher, financial advisor Auburn AL
Thomas P. Meagher
CRD#: 7467265
2372 East University Drive, Unit 102, Auburn, AL 36830

Thomas Meagher (CRD# 7467265) is an Investment Advisor Representative working at Lipscomb Investment Group, LLC in Auburn, AL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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