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Lynn Averill Kipp

KIPP FINANCIAL GROUP, INC.·VENTURA, California
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950 COUNTY SQUARE DRIVE, VENTURA, CA 93003CRD# 4347686Firm CRD# 108811
01

About

Lynn Averill Kipp is a registered financial advisor based in VENTURA, California, affiliated with KIPP FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KIPP FINANCIAL GROUP, INC.
KIPP FINANCIAL GROUP, INC.
AUM
$124M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KIPP FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4347686
Firm CRD# 108811
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lynn Averill Kipp offer?
Lynn Averill Kipp specializes in Financial Planning, Investment Management. Contact their office in VENTURA, California for a consultation.
What are Lynn Averill Kipp's credentials?
Lynn Averill Kipp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Averill Kipp located?
Lynn Averill Kipp is based in VENTURA, California, working with KIPP FINANCIAL GROUP, INC.. Their office serves clients in the VENTURA metropolitan area and surrounding communities.
How does Lynn Averill Kipp charge for services?
Lynn Averill Kipp's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KIPP FINANCIAL GROUP, INC.?
KIPP FINANCIAL GROUP, INC. has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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