Hal Lippman
Hal Lippman is a registered investment advisor at Independent Financial Group, LLC, based in Fort Lauderdale, FL, with 32 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
6700 N. Andrews Avenue, Suite 203, Fort Lauderdale, FL, 33309
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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 Activities
Hal is involved in several business activities, including Panama Group LLC (tax/investment purposes), SLR Accounting, Inc (tax prep/accounting/CPA), Coral Springs Professional Campus Partnerships I & II (real estate rental), and SLR Financial (DBA for LPL business). These activities range from minimal time to full-time commitment.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Eisner Securities, INC.Broker
Medallion Investment Services, INC.Broker
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Comprehensive Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations12 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.