Wade Lipscomb

Financial and Estate Planner

Role
Investment Advisor Representative at Lipscomb Wealth
Location
Auburn, AL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Wade Lipscomb

I lead advanced planning in complex client situations where tax, estate, entity…

Experience

  1. Investment Advisor Representative

    Lipscomb Wealth

    May 2018 — Present · Auburn, AL, US

Education

  • Auburn University

    Bachelor of Business Administration (B.B.A.), Finance, General

    2010 — 2014

Skills

  • Leadership
  • Client Relations
  • Management
  • Teamwork
  • Finance
  • Customer Service
  • Time Management

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