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Susan Pullig Lipscomb

Argent Wealth Management, Inc.

Round Rock, TX

CRD 4953297

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Employer firm

Argent Wealth Management, Inc. CRD 135376

$172M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Argent Wealth Management, Inc.

2251 Double Creek Dr Suite 606, Round Rock, TX 78664-3831 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2005-07-06
  • TX RA
    APPROVED
    Since 2005-07-06

Branch Locations

2251 Double Creek Drive Suite 606, Round Rock, TX 78664-3831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argent Wealth Management, Inc Round Rock TX 03/2005 Present
Other Names
  • Susan Pullig
  • Susan Lipscomb

View on SEC IAPD

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