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Christopher C. Lippman

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CRD#: 1439566
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christopher Crosby Lippman, who also goes by Chris Lippman, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1990. Christopher had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Lippman

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 13, 2013 - March 2, 2015

ALAMO CAPITAL

BD
CRD#: 26193
WALNUT CREEK, CA
Past

May 30, 2007 - April 9, 2012

BACKSTROM MCCARLEY BERRY & CO., LLC

BD
CRD#: 124503
SAN FRANCISCO, CA
Past

May 23, 2000 - September 4, 2013

WULFF, HANSEN & CO.

BD
CRD#: 908
RENO, NV
Past

October 16, 1997 - May 23, 2000

SECURITIES RESOLUTION CORPORATION

BD
CRD#: 7119
MINNEAPOLIS, MN
Past

November 13, 1996 - October 13, 1997

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

March 20, 1990 - November 5, 1996

SECURITIES RESOLUTION CORPORATION

BD
CRD#: 7119
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/20/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
ALAMO CAPITAL
A.C. WEALTH MANAGEMENT | ALAMO CAPITAL CORPORATION | ALAMO CAPITAL

CRD#: 26193 / SEC#: , 8-42293

California
Registered Investment Advisory firm - SEC (1/2/2002 Approved)
Nevada
Registered Investment Advisory firm - SEC (12/29/2017 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
201 N Civic Dr #180, Walnut Creek, CA 94596-3761
Mailing Address
201 N Civic Dr Suite 180, Walnut Creek, CA 94596
Phone number
(925) 472-5740
Established
California since 08/27/1987
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
20

FINRA licenses (41 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MULLALLY, NANCY ANN RUEHLECEO1004052
MULLALLY, NANCY ANN RUEHLECFO1004052
DURDEN JR, JOHN KENNETHFINOP860423
KENT-ASTER, ALLISON VICTORIACCO2047679
MULLALLY, WILLIAM JOHNPRESIDENT818827

Regulatory assets under management


Total Number of Accounts14
AUM (Assets Under Management)$ 81,684,700

Disclosures


Regulatory Event3
Bond3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALAMO CAPITAL

CRD#: 26193

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