Andrew Robert Lippman

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2012 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2012 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/2011 → Present
  Inwealth Management
  Glen Cove, NY

Previous Registrations

• 2011-01-03 → 2012-03-13
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. INWEALTH MANAGEMENT - 26 TANAGER LANE, NORTHPORT, NY, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 12/01/88, INV REL, PRINCIPAL, 20 HR/MO- 20/TRADING HR. 2. NOTARY PUBLIC, 26 TANAGER LN, NORTHPORT, NY, 6/1990. NIR - 2 HR/YR - 0/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 03/12/12

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-10
• S63 Uniform Securities Agent State Law Examination
  1987-11-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant