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Lipscomb Investment Group, LLC
SEC-regulated
Registered investment advisor
Andrew Wade Lipscomb, the Owner and Lead Advisor of Lipscomb Investment Group, LLC, established the firm in May 2018. With a Bachelor's degree in Finance from Auburn University, Lipscomb employs a fiduciary responsibility to prioritize clients' best interests. He does not have any reportable disciplinary disclosures and does not receive compensation from non-client sources for advisory services. Lipscomb also works as an independent insurance agent, spending no more than 5% of his time on these activities. While he may offer advice or products from this role, clients are not obligated to purchase through him, reducing potential conflicts of interest. The firm's Chief Compliance Officer, Davis Lipscomb, oversees Lipscomb's activities to ensure compliance with securities laws. Clients have the freedom to purchase insurance products elsewhere. Andrew Lipscomb does not have any reportable disciplinary events as a State-Registered Adviser. For more information, clients can refer to the SEC's website or contact Andrew Wade Lipscomb directly.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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