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).
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Total Assets Under Management71MILLION
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Total Number of Accounts150ACCOUNTS
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Average Account Value$476,095
- A percentage of assets under your management
- Hourly charges
- 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
AL, GA, TX
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.
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.
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.
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.