Beth Lipman Westburg

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2007 → Present
  Lipman Westburg Inc
  Del Mar, CA
• 07/2014 → 02/2018
  Lpl Financial, Llc
  La Mesa, CA
• 07/2014 → 02/2018
  Good Life Advisors Llc
  Wyomissing, PA
• 07/2014 → Present
  Ls Investment Management
  La Mesa, CA
• 02/2018 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2014-07-24 → 2018-02-26
  Good Life Advisors, Llc
  Celebration, FL
  La Mesa, CA
  La Mesa, CA
• 1999-10-06 → 2014-07-31
  Waddell & Reed
  Irvine, CA
  San Diego, CA
  Lamesa, CA
  San Diego, CA

Other Businesses

1. 50% Owner, Lipman-Westburg Inc, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 01/31/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 01/31/2018; Approximately 1% Time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  1999-09-21

Other Names

• Beth Miriam Lipman
• Beth Westburg