David Anthony Lippincott

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 05/2017
  Small Business Consulting
  Jackson, MS
• 05/2015 → 05/2018
  Student
  Jackson, MS
• 06/2017 → 04/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2018 → 04/2020
  Northwestern Mutual Investment Services Llc
  Ridgeland, MS
• 07/2019 → 04/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2020 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-02
• S63 Uniform Securities Agent State Law Examination
  2019-06-17

Other Names

• David A Lippincott
• Jersey Lippincott