Marc Lippincott
Marc Lippincott is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Tulare, CA, with 26 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Tulare, CA
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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
Marc is the owner of Lippincott Financial & Insurance Services, a DBA for marketing purposes, since 2005. He is also an insurance agent selling non-variable insurance since 1999.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Ministry Partners Securities, LLCBroker
Ministry Partners Securities, LLC
Planmember Securities Corporation
Planmember Securities CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Great American Advisors, INC.Broker
Washington Square Securities, INC.Broker
Great American Advisors, INC.Broker
State Registrations8 states
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