Lupton Thomson Haigler
Investment adviser representative at Janney Montgomery Scott LLC
11 yearsExperience
2 statesRegistered in
$110.1BFirm assets
55 yearsFirm in business
Are you Lupton Thomson Haigler? 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Janney Montgomery Scott LLCJul 2021 to now
- Truist Advisory Services, Inc.Feb 2021 to Jul 2021
- Truist Investment Services, Inc.Feb 2021 to Jul 2021
- Bb&t Securities, LLCJul 2020 to Feb 2021
- Bb&t Capital MarketsMar 2010 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Janney Montgomery Scott LLC
$110.1BAssets managed
243,808Clients
1,341Advisers
55 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
- 5129807
- Firm CRD
- 463