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Thomas P. Meagher

LIPSCOMB INVESTMENT GROUP
Auburn, AL 36830
Some features on this profile are disabled
CRD#: 7467265
TM

Professional summary

Thomas Patrick Meagher is a registered financial advisor currently at LIPSCOMB INVESTMENT GROUP, LLC located in Auburn, Alabama.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Thomas 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Patrick Meagher'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

January 12, 2022 - Present

LIPSCOMB INVESTMENT GROUP, LLC

Office #1: 2372 East University Drive Unit 102, Auburn, AL 36830
RIA
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
(1/12/2022)
IAR
Georgia
(1/20/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/12/2022
Uniform Investment Adviser Law Examination

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 36830

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