Stephen Lipton is a registered investment advisor at Lipton Financial Corporation, based in Atlanta, GA, with 42 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
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Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the President and sole proprietor of Lipton Financial Corp. since 1982, providing real estate, tax, general financial, and interest rate & hedging consulting, taking up nearly full-time.
Employment History
Current Registrations
Lipton Financial Corporation
Previous Registrations
Wm. H. Murphy & CO., INC.Broker
Twenty-First Securities CorporationBroker
Phoenix Financial CorporationBroker
State Registrations1 state
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