| Advisor Profile |
 |
| Name: |
Jeffrey Lippman |
| Phone Number: |
(703) 537-5636 |
| Website: |
Visit Website
|
|
|
 |
| Research This Advisor |
|
| Request More Information |
|
|
|
|
|
|
Business Description |
| Financial consulting that focuses on fulfilling each client's retirement vision by effective and appropriate asset allocation while protecting assets in a risk managed, and tax efficient manner, then providing clients with exceptional service that consistently promotes the foundations for a long term relationship in return for a reasonable fee. |
|
| |
|
|
General Information |
|
|
|
|
| Years of Experience in Financial Services: |
7
|
|
| |
|
Education |
| Academic Background |
| |
BS - Health Services Administration, Minor in Business - Ithaca College
Partially completed MBA. Courses included Financial Management & Financial Acctg |
|
| |
|
Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Annuities, Stocks
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 7, Securities Investor Protection Corporation, Insurance License (Life & Health; Long Term Care; Specify below), Registered Investment Advisor (RIA) (State or SEC) or RIA representative
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
|
|
| Assets Managed by Firm: |
Yes
|
|
| |
|
|
|
Compensation & Fees |
| Additional Details on Charges: |
Fee-Based Plans range from 750-3000 depending upon amount of work involved.
|
|
| |
|
| |
| |
| Prepared By: |
Jeffrey Lippman |
| Most Recent Update: |
07/30/2008 |
Frequently Asked Questions |
|
|
|
