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William Jennings Lippman

FRANKLIN ADVISORY SERVICES, LLC·FORT LEE, New Jersey
FRANKLIN ADVISORY SERVICES, LLC
ONE PARKER PLAZA, 9TH FLOOR, FORT LEE, NJ 07024CRD# 310520Firm CRD# 111361

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Jennings Lippman · FORT LEE, NJ
Registration
CRD #310520 · FRANKLIN ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

William Jennings Lippman is a registered financial advisor based in FORT LEE, New Jersey, affiliated with FRANKLIN ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FRANKLIN ADVISORY SERVICES, LLC
FRANKLIN ADVISORY SERVICES, LLC
AUM
$9.2B
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FRANKLIN ADVISORY SERVICES, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 310520
Firm CRD# 111361
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Jennings Lippman offer?
William Jennings Lippman specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in FORT LEE, New Jersey for a consultation.
What are William Jennings Lippman's credentials?
William Jennings Lippman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Jennings Lippman located?
William Jennings Lippman is based in FORT LEE, New Jersey, working with FRANKLIN ADVISORY SERVICES, LLC. Their office serves clients in the FORT LEE metropolitan area and surrounding communities.
How does William Jennings Lippman charge for services?
William Jennings Lippman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANKLIN ADVISORY SERVICES, LLC?
FRANKLIN ADVISORY SERVICES, LLC has approximately 2 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Donald Gregory Taylor
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Margaret Mcgee
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Patrick Hugh Edward O'connor
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