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William Michael Lipkus

FORESTERS EQUITY SERVICES, INC.·SAN DIEGO, California
Series 27Clean recordFORESTERS EQUITY SERVICES, INC.
6640 LUSK BLVD, SAN DIEGO, CA 92121CRD# 2944274Firm CRD# 18464

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Michael Lipkus · SAN DIEGO, CA
Registration
CRD #2944274 · FORESTERS EQUITY SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FORESTERS EQUITY SERVICES, INC.
CRD 18464 · SEC 801-77880
AUM
$22M
Regulatory assets under management
Employees
108
262 client accounts
Services offered by FORESTERS EQUITY SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FORESTERS EQUITY SERVICES, INC. →
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Frequently Asked Questions

What services does William Michael Lipkus offer?
William Michael Lipkus specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are William Michael Lipkus's credentials?
William Michael Lipkus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Lipkus located?
William Michael Lipkus is based in SAN DIEGO, California, working with FORESTERS EQUITY SERVICES, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does William Michael Lipkus charge for services?
William Michael Lipkus's firm is compensated through percentage of aum, hourly charges, subscription fees, other: shared management fees for referal. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORESTERS EQUITY SERVICES, INC.?
FORESTERS EQUITY SERVICES, INC. has approximately 108 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORESTERS EQUITY SERVICES, INC.

Mark E Mcdonough
SAN DIEGO, CA
Frank Leo Smith
SAN DIEGO, CA
Judith Elaine Gil
SAN DIEGO, CA
Paul Douglas Reaburn
SAN DIEGO, CA

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Research
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