Marico L. Tippett
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.
Marico Lashun Tippett, who also goes by Marico Tippett, was a registered financial professional .
Marico is a previously registered financial professional and started their career in finance in 2005. Marico had worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 10, 2020 - November 26, 2024
COMMUNITY WEALTH BUILDERS
March 25, 2015 - September 30, 2020
PGH ADVISORS, LLC
November 4, 2014 - January 12, 2016
BEDROCK INVESTMENT ADVISORS
May 5, 2014 - November 7, 2014
BFC PLANNING, INC.
July 19, 2013 - April 2, 2014
GENESIS FINANCIAL ADVISORS
April 10, 2013 - June 7, 2013
FSC SECURITIES CORPORATION
July 2, 2010 - June 7, 2013
FSC SECURITIES CORPORATION
March 23, 2007 - June 15, 2010
WILBANKS SECURITIES ADVISORY
September 22, 2005 - June 15, 2010
WILBANKS SECURITIES, INC.
January 19, 2005 - September 23, 2005
WORLD GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
COMMUNITY WEALTH BUILDERS
CRD#: 311060 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 675,920 |
Red Flags
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