Marc Alan Lippincott
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- United Planners' Financial Services of America a Limited PartnerApr 2020 to now
- Nationwide ProvidentMay 2004 to now
- Marc LippincottMay 1999 to now
- Lippincott Financial & Insurance ServicesMar 1999 to now
- Ministry Partners Securities, LLCApr 2019 to Apr 2020
- Tulare County Treasury Oversight CommitteeOct 2013 to Oct 2019
- Planmember Securities CorporationDec 2007 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 3253234
- Firm CRD
- 20804