Robert Paul Lipp
Professional Summary
Robert Paul Lipp, who also goes by Bob Lipp, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1982 - 2019. Robert had worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7, Series 15, Series 5, Series 52, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Lipp
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
TRANS-CAP SECURITIES, INC | ZEUSFINANCIALLLC.COM | ZEUSBD.COM | ZEUS SECURITIES, INC. | ZEUS SECURITIES, INC | ZEUS FINANCIAL, LLC
Contact Information
Main Address
4800 T-rex Avenue Suite 100, Boca Raton, FL 33431Mailing Address
4800 T-rex Avenue Suite 100, Boca Raton, FL 33431Phone Number
(561) 708-0700Established
Florida since 03/17/1986Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (30 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 15 — Foreign Currency Options Examination
Passed Mar 1986Series 5 — Interest Rate Options Examination
Passed Mar 1986Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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