Seth Lippincott
CRD Number: 7400609Current Firm: United Planners' Financial Services Of America A Limited Partner
Seth Lippincott (CRD# 7400609) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tulare, CA and has over 2 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 4789253
Lpl Financial LLC
CRD# 1270410
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seth Micah Lippincott | Tulare, CA | Mar 2023 - Current | 1 |
| United Planners Financial Services | Scottsdale, AZ | Nov 2021 - Current | 2 |
| Lippincott Financial & Insurance Services | Tulare, CA | Jun 2021 - Current | 2 |
| Grand Canyon University Mail Center | Phoenix, CA | Sep 2018 - Apr 2021 | 2 |
| Grand Canyon University | Phoenix, AZ | Aug 2018 - Apr 2021 | 2 |
| Tonto Rim Christian Camp | Payson, AZ | May 2020 - Jul 2020 | < 1 |
| Tonto Rim Christian Camp | Payson, AZ | May 2019 - Aug 2019 | < 1 |
| City Of Tulare Parks & Rec. | Tulare, CA | May 2018 - Jul 2018 | < 1 |
| Unemployed | Tulare, CA | Aug 2017 - May 2018 | < 1 |
| City Of Tulare Parks & Rec. | Tulare, CA | May 2017 - Jul 2017 | < 1 |
| Unemployed | Tulare, CA | Aug 2016 - May 2017 | < 1 |
| City Of Tulare Parks & Rec. | Tulare, CA | May 2016 - Jul 2016 | < 1 |
| Unemployed | Tulare, CA | Nov 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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