Matthew G Lipscomb
Investment adviser representative at Bull Harbor Capital LLC.
34 yearsExperience
10 statesRegistered in
ChFC®Designation
$354.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Bull Harbor Capital LLC.May 2025 to now
- Park Avenue Securities LLCMay 1999 to May 2025
- Guardian Life Insurance CompanySep 1992 to May 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 10 states (AR, AZ, GA, MD, NC, NV, NY, OH, SC, VA).
Bull Harbor Capital LLC.
$354.8MAssets managed
426Clients
27Advisers
3 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
- 2433752
- Firm CRD
- 324995