Unclaimed Profile

Lynn Averill Kipp

KIPP FINANCIAL GROUP, INC.·VENTURA, California

Clean recordKIPP FINANCIAL GROUP, INC.

950 COUNTY SQUARE DRIVE, VENTURA, CA 93003CRD# 4347686Firm CRD# 108811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn Averill Kipp · VENTURA, CA

Registration

CRD #4347686 · KIPP FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KIPP FINANCIAL GROUP, INC.

AUM

$124M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KIPP FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 4347686

Firm CRD# 108811

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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