Lance Lipoufski
Lance Lipoufski is a registered investment advisor at Noble Advisory Group LLC, based in Waco, TX, with 19 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 10 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Noble Advisory Group does not directly manage client investments. Instead, Noble Advisory Group refers clients to third-party investment managers. The client will pay the third-party investment manager directly, who will then pay Noble Advisory Group a portion of the fee.
Location
6801 Sanger Ave, Suite 120A, Waco, TX, 76710
Get directionsHistory
Regulatory History (1)
Regulatory
November 2002Other Business ActivitiesSells Insurance
Lance works as an insurance agent for Family Financial Services, providing customer service and sales. This takes about a quarter of his time.
Employment History
Current Registrations
Noble Advisory Group LLC
Previous Registrations
Cla USA Advisory Group, LLC
Pro-Integrity Securities, INC.Broker
Sunpoint Securities, INC.Broker
Sentra Securities CorporationBroker
State Registrations1 state
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.