Sourcing
Firms
People
Sources
ZACHARY DAVID CLARK LIPTON
C
5
IAR CRD 6693864
·
Industry start 2021-04-17
Identity
Legal name
ZACHARY DAVID CLARK LIPTON
brokercheck
CRD
6693864
NPN
—
Career
Previous employments
VALIC FINANCIAL ADVISORS, INC.
2016-10-10
brokercheck
Current branches
—
Designations
—
Education
—
BrokerCheck signals
Industry start
2021-04-17
brokercheck
Est. age
27
brokercheck
Age confidence
—
Est. birth year
1999
brokercheck
BC active
No
brokercheck
IA active
Yes
brokercheck
Disclosures
No
brokercheck
Private residence
No
Firm affiliations
2
SOUND STEWARDSHIP, LLC
IAR
CRD 129755
FELLOWSHIP FINANCIAL PLANNING, LLC
IAR
CRD 330347