Lance Lipoufski
Professional summary
Lance Lipoufski is a registered financial advisor currently at NOBLE ADVISORY GROUP LLC located in Waco, Texas.
Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Lance has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lance Lipoufski's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2016 - Present
NOBLE ADVISORY GROUP LLC
Office #1: 6801 Sanger Ave Suite 120a, Waco, TX 76710May 6, 2014 - February 2, 2016
EAGLE FINANCIAL ADVISORS, LLC
October 1, 1998 - November 29, 2001
PRO-INTEGRITY SECURITIES, INC.
April 12, 1995 - October 1, 1998
SUNPOINT SECURITIES, INC.
April 6, 1994 - April 17, 1995
SENTRA SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/4/2016)
Exams
Current Firm
NOBLE ADVISORY GROUP LLC
CRD#: 282307 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 2,000,000 |
Red Flags
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Company Information
NOBLE ADVISORY GROUP LLC
CRD#: 282307Waco, TX 76710TRUST BUT VERIFY
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