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Davis D. Lipscomb
LIPSCOMB INVESTMENT GROUP
Auburn, AL 36830
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CRD#: 6253935
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Professional summary
Davis Denson Lipscomb is a registered financial advisor currently at LIPSCOMB INVESTMENT GROUP, LLC located in Auburn, Alabama.
Davis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Davis has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) NAME AND ADDRESS OF OTHER BUSINESS - PxL FAMILY OFFICE, LLC; 2372 EAST UNIVERSITY DR. AUBURN, AL 36830; NATURE OF BUSINESS - FAMILY OFFICE JOINT VENTURE WITH PIVOTAL FINANCE; INVESTMENT RELATED - YES; START DATE - APRIL 2024; POSITION - CO-OWNER; APPROXIMATE NUMBER OF HOURS SPENT ON THIS BUSINESS PER MONTH - 1; APPROXIMATE NUMBER OF HOURS SPENT ON THIS DURING TRADING HOURS PER MONTH - 0 2) NAME AND ADDRESS OF OTHER BUSINESS - LIPSCOMB AGENCY; 2372 EAST UNIVERSITY DR. AUBURN, AL 36830; NATURE OF BUSINESS - INSURANCE; INVESTMENT RELATED - NO; START DATE JANUARY 2023; POSITION - 50% OWNER; APPROXIMATE NUMBER OF HOURS SPENT ON THIS BUSINESS PER MONTH - 1; APPROXIMATE NUMBER OF HOURS SPENT ON THIS DURING TRADING HOURS PER MONTH - 1
CRS (Client Relationship Summary) - RIA
Click below to view Davis 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®
NoneExperience
Current
April 14, 2014 - Present
LIPSCOMB INVESTMENT GROUP, LLC
Office #1: 2372 East University Drive Unit 102, Auburn, AL 36830RIA
CRD#: 131869
Auburn, AL
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(4/14/2014)
IAR
Georgia(5/6/2014)
IAR
Texas(5/5/2022)
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 379 |
| AUM (Assets Under Management) | $ 78,612,000 |
Red Flags
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Company Information
LIPSCOMB INVESTMENT GROUP, LLC
CRD#: 131869Auburn, AL 36830TRUST BUT VERIFY
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