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James "tripp" Parker Lumpkin

TAR RIVER WEALTH PLANNING, LLC·LOUISBURG, North Carolina
Unclaimed Profile
109 N MAIN ST, LOUISBURG, NC 27549-9998CRD# 4565582Firm CRD# 328530
01

About

James "tripp" Parker Lumpkin is a registered financial advisor based in LOUISBURG, North Carolina, affiliated with TAR RIVER WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TAR RIVER WEALTH PLANNING, LLC
TAR RIVER WEALTH PLANNING, LLC
AUM
$329M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at TAR RIVER WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4565582
Firm CRD# 328530
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James "tripp" Parker Lumpkin offer?
James "tripp" Parker Lumpkin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISBURG, North Carolina for a consultation.
What are James "tripp" Parker Lumpkin's credentials?
James "tripp" Parker Lumpkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James "tripp" Parker Lumpkin located?
James "tripp" Parker Lumpkin is based in LOUISBURG, North Carolina, working with TAR RIVER WEALTH PLANNING, LLC. Their office serves clients in the LOUISBURG metropolitan area and surrounding communities.
How does James "tripp" Parker Lumpkin charge for services?
James "tripp" Parker Lumpkin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAR RIVER WEALTH PLANNING, LLC?
TAR RIVER WEALTH PLANNING, LLC has approximately 9 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOUISBURG
Arturo Ynocencio Casanova Lumpkin — TAR RIVER WEALTH PLANNING, LLCLouis Alfred Wheless — TAR RIVER WEALTH PLANNING, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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