Lipscomb Investment Group, LLC

A. Lipscomb is a financial advisor at Lipscomb Investment Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lipscomb Investment Group since 2015. Outside of advising, he has a limited partnership interest in a family business involved in commercial and residential rentals in Auburn, Alabama. Lipscomb Investment Group is a four-advisor team managing approximately $78.6 million for about 155 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management, financial planning, and pension consulting, and is noted for sponsoring a wrap fee program that consolidates costs and employs specialized tools for retirement-account management.

Thomas Meagher is a financial advisor at Lipscomb Investment Group, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Lipscomb, he worked at Pharmavite LLC for eight years. He is part of a four-advisor team based in Auburn, AL. Lipscomb Investment Group manages approximately $78.6 million for about 155 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management, financial planning, pension consulting, and fee-based consulting, and is notable for sponsoring a wrap fee program combined with active management of held-away retirement accounts using specialized technology.

Davis Lipscomb is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at Lipscomb Investment Group, LLC since 2015 and previously associated with Lipscomb Wealth Partners, LLC. He is a co-owner of PxL Family Office, LLC, a family office joint venture, and holds a 50% ownership in Lipscomb Agency, an insurance business. Lipscomb Investment Group is a four-advisor registered investment adviser managing approximately $78.6 million for around 155 clients. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management, financial planning, pension consulting, and fee-based consulting, with a distinctive wrap fee program and specialized retirement account management tools.