Jeffrey Lipscomb Email & Phone Number
Financial Planner @ AXA Advisors, LLC
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Jeffrey Lipscomb Location
- San Diego, CA, US
Jeffrey Lipscomb Work
- 1986 -now Financial Planner @
- 1994 -2010 Outside Director @
- 1983 -1986 Account Executive @
Jeffrey Lipscomb Education
- UC Santa Barbara
Bachelor of Arts (Economics, Psychology)
1973-1976 - San Diego State University
(Psychology)
1971-1973 - University High School 1968-1971
-
(Mathematics, Psychology)
Jeffrey Lipscomb Skills
- Wealth Management
- Retirement Planning
- Financial planning IAR
- Estate Planning Strategies
- Business succession strategies
- Investment Advisory Services
- Insurance Services
- Education planning strategies
- Tax-efficient Investing Strategies
- Pension Distribution Planning
Jeffrey Lipscomb Summary
- Jeffrey Lipscomb, based in San Diego, CA, US, is currently a Financial Planner at Axa Advisors. Jeffrey Lipscomb brings experience from previous roles at Imperial Capital Bancorp, Inc. And Imperial Capital Bank and Kidder Peabody. Jeffrey Lipscomb holds a 1973 - 1976 Bachelor of Arts in Economics, Psychology @ UC Santa Barbara. With a robust skill set that includes Wealth Management, Retirement Planning, Financial planning IAR, Estate Planning Strategies, Business succession strategies and more. Jeffrey Lipscomb has 3 emails and 2 mobile phone numbers on RocketReach.
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