George Lipsey
George Lipsey is a registered investment advisor at Raymond James & Associates, INC., based in Dunwoody, GA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1370 Center Drive, Suite 202, Dunwoody, GA, 30338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George established Lipsey Wealth Management LLC to hold the real estate lease for a new office, reducing personal liability and facilitating expenses. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations18 states
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