Hayden Lipp
Hayden Lipp is a registered investment advisor at Hayden Lipp Registered Investment Advisor, based in Sarasota, FL, with 33 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 12 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hayden Lipp Financial Services does not directly manage investments. Investment management is provided through third-party investment companies. The firm will monitor these managers to determine if their programs meet client needs. Fees charged by these third-party managers will be in addition to any agreement fee paid to Hayden Lipp Financial Services. These fees may be shared with Hayden Lipp Financial Services, but will be disclosed, and may result in a lower agreement fee.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hayden receives 1099 income from Hayden Lipp Financial Services, spending about 60 hours per month, with 45 hours during trading hours. He is also an insurance sales agent selling life, health, long-term care, disability, and annuity products, and the owner of RIA Hayden Lipp Financial Services LLC.
Employment History
Current Registrations
Hayden Lipp Registered Investment Advisor
Fortune Financial Services, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Waddell & Reed, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.