Andy Lipson Email & Phone Number
Financial Advisor @ Socratic Wealth Advisors
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Andy Lipson Location
- Chapel Hill, NC, US
Andy Lipson Work
- 2017 -now Financial Advisor @
Andy Lipson Education
- Long Island University, C.W. Post Campus
Bachelor of Science (Accounting)
1989-1991 - University of Hartford 1987-1989
Andy Lipson Skills
- Mutual Funds
- Financial Planning
- Estate Planning
- Retirement Planning
- Series 7
- Fixed Annuities
- Portfolio Management
- Finance
Andy Lipson Summary
- Andy Lipson, based in Chapel Hill, NC, US, is currently a Financial Advisor at Socratic Wealth Advisors. Andy Lipson holds a 1989 - 1991 Bachelor of Science in Accounting @ Long Island University, C.W. Post Campus. With a robust skill set that includes Mutual Funds, Financial Planning, Estate Planning, Retirement Planning, Series 7 and more. Andy Lipson has 1 emails and 1 mobile phone numbers on RocketReach.
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