Kurt Lippincott
Kurt Lippincott is a CFA-designated registered investment advisor at MML Investors Services, LLC, based in West Simsbury, CT, with 26 years of industry experience. Kurt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
West Simsbury, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
City National Rochdale
Cnr Securities, LLCBroker
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors 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.