Roy Alan Lipson

Current Employers

Employment History

• 02/1985 → 05/2021
  Roy A. Lispon
  White Plains, NY
• 08/1993 → Present
  Primerica Financial Services
  Delray Beach, FL
• 08/1993 → Present
  Pfs Investments Inc.
  Delray Beach, FL
• 02/2021 → Present
  Roy Lipson, Inc.
  Palm Beach, FL

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Attorney. Roy A. Lipson, Inc., investment related, 3250 5 Ocean Blvd, Unit 5095, Palm Beach, FL 33480, Primerica business purposes, Owner/President, 09/20/2016 to Present, 170 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes (entity established in New York). Roy Lipson, Inc., investment related, 32505 Ocean Blvd, Unit 5095, Palm Beach, FL 33480, Primerica business purposes, Owner, President, 2/23/2021 to Present, 170 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes (entity established in Florida). VHL, Inc. (Primerica business entity), President, 3250 S Ocean Blvd 509S, Palm Beach, FL, 33480, Spends 1 hours per month on the outside business activity (0 during securities trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-26
• S63 Uniform Securities Agent State Law Examination
  1993-11-29