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AL

A. D. Lipscomb

LIPSCOMB INVESTMENT GROUP
AUBURN, AL
Some features on this profile are disabled
CRD#: 1710730
AL

Professional summary


A. Denson Lipscomb, who also goes by A.denson Denson Lipscomb, Andrew Denson Lipscomb, Denson Lipscomb, is a registered financial advisor currently at LIPSCOMB INVESTMENT GROUP, LLC located in Auburn, Alabama.

A. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. A. has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


A.denson Denson Lipscomb | Andrew Denson Lipscomb | Denson Lipscomb

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.
LIPSCOMB FAMILY PARTNERSHIP, LTD. NOT INVESTMENT RELATED. LOCATED AT 245 CONREY CIRCLE, AUBURN, AL. THE BUSINESS IS INVOLVED IN THE COMMERCIAL AND RESIDENTIAL RENTAL BUSINESS WITHIN THE CITY OF AUBURN, AL. MR. LIPSCOMB OWNS A 19.6% LIMITED PARTERSHIP INTEREST IN THE BUSINESS. START DATE 1995. IIME SPENT ON OUTSIDE BUSINESS IS ONE HOUR PER MONTH OUTSIDE OF BUSINESS HOURS. DUTIES INCLUDE A KEY ROLL IN THE MANAGEMENT AND DECISION MAKING PROCESS OF THE BUSINESS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view A. Denson Lipscomb's CRS (Customer Relationship Summary).

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


Current

June 14, 2004 - Present

LIPSCOMB INVESTMENT GROUP, LLC

RIA
CRD#: 131869
AUBURN, AL
Past

January 2, 2002 - June 11, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEW YORK, NY
Past

January 2, 2002 - June 11, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 6, 1988 - January 2, 2002

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

September 22, 1987 - October 20, 1988

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(6/14/2004)
IAR
Georgia
(7/30/2009)
IAR
Texas
(7/28/2004)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/1/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/12/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


LI
LIPSCOMB INVESTMENT GROUP, LLC
LIPSCOMB INVESTMENT GROUP, LLC | NAVIGATOR ASSET MANAGEMENT, LLC | NAVAM INVESTMENT ADVISORS, LLC

CRD#: 131869 / SEC#: 801-71180

RIA
Registered Investment Advisory firm - (6/27/2012 Terminated)
Alabama
Registered Investment Advisory firm - (6/22/2012 Approved)
Georgia
Registered Investment Advisory firm - (5/7/2012 Approved)
Texas
Registered Investment Advisory firm - (4/13/2012 Conditional Restricted)
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Contact information


Main Address
2372 East University Drive Unit 102, Auburn, AL 36830
Mailing Address
Phone number
(334) 826-1335
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts379
AUM (Assets Under Management)$ 78,612,000

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


LIPSCOMB INVESTMENT GROUP, LLC

CRD#: 131869Auburn, AL

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