Michelle Valdean Lippincott
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
23 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
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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
23 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2020 to now
- United Planners Financial Services of AmericaApr 2020 to now
- Lippincott Financial & Insurance ServicesMar 2015 to now
- Michelle Lippincott (self Employed)Mar 2007 to now
- Michelle Valdean LippincottMar 2007 to now
- Lippincott FinancialOct 2003 to now
- Ministry Partners Securities, LLCApr 2019 to Apr 2020
- Your Financial AllyNov 2018 to Jul 2023
- Planmember Securities CorporationMar 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4762656
- Firm CRD
- 20804