DL
Dylan R. Lippe
OMNISTAR FINANCIAL GROUP
Wilmington, NC 28403
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CRD#: 7534159
DL
Professional summary
Dylan Richard Lippe is a registered financial advisor currently at OMNISTAR FINANCIAL GROUP, INC. located in Wilmington, North Carolina.
Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dylan 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.
CRS (Client Relationship Summary) - RIA
Click below to view Dylan Richard Lippe'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
November 7, 2024 - Present
OMNISTAR FINANCIAL GROUP, INC.
Office #1: 1712 Eastwood Road Suite 212, Wilmington, NC 28403RIA
CRD#: 138515
Wilmington, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OF
OMNISTAR FINANCIAL GROUP, INC.
NORTH STAR FINANCIAL GROUP | OMNISTAR FINANCIAL GROUP, INC. | OMNISTAR FINANCIAL GROUP | OMNI STAR FINANCIAL GROUP, INC. | NORTH STAR FINANCIAL GROUP, INC.
CRD#: 138515 / SEC#: 801-107868
RIA
Registered Investment Advisory firm - (6/3/2016 Approved)North Carolina
Registered Investment Advisory firm - (6/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (6/13/2016 Terminated)Texas
Registered Investment Advisory firm - (6/13/2016 Terminated)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
North Carolina(11/7/2024)
Current Firm
OF
OMNISTAR FINANCIAL GROUP, INC.
NORTH STAR FINANCIAL GROUP | OMNISTAR FINANCIAL GROUP, INC. | OMNISTAR FINANCIAL GROUP | OMNI STAR FINANCIAL GROUP, INC. | NORTH STAR FINANCIAL GROUP, INC.
CRD#: 138515 / SEC#: 801-107868
RIA
Registered Investment Advisory firm - (6/3/2016 Approved)North Carolina
Registered Investment Advisory firm - (6/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (6/13/2016 Terminated)Texas
Registered Investment Advisory firm - (6/13/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1712 Eastwood Road Suite 212, Wilmington, NC 28403
Mailing Address
Phone number
(910) 319-7834
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 963 |
| AUM (Assets Under Management) | $ 228,789,377 |
Red Flags
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