Wendy Lesa Gipson-fitzpatrick
Investment adviser representative at Alden Investment Group
10 yearsExperience
12 statesRegistered in
$385.7MFirm assets
4 yearsFirm in business
Are you Wendy Lesa Gipson-fitzpatrick? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Alden Investment GroupSep 2024 to now
- Alden Investment AdvisorsSep 2024 to now
- J. Alden Associates, Inc.Sep 2024 to now
- Ages Financial Services, Ltd.Feb 2020 to Sep 2024
- Trust Advisory Group, LtdFeb 2020 to Sep 2024
- LPL Financial, LLCAug 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 12 states (AZ, FL, KS, MA, ME, NC, NH, NJ, NY, PA, SC, VA).
Alden Investment Group
Legal name: Alden Investment Advisors, LLC
$385.7MAssets managed
1,460Clients
39Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1627207
- Firm CRD
- 317077