Jay Lipfert Richards
Cfp/Partner, Chief Compliance OfficerInvestment Advisory Group, LLCCRD 1689554
About Jay Lipfert Richards
Jay Lipfert Richards is listed as Cfp/Partner, Chief Compliance Officer at Investment Advisory Group, LLC in Sarasota, FL. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Investment Advisory Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jay Lipfert Richards work?
Jay Lipfert Richards is listed as Cfp/Partner, Chief Compliance Officer at Investment Advisory Group, LLC on SEC Form ADV.
How much of Investment Advisory Group, LLC does Jay Lipfert Richards own?
Form ADV reports a beneficial ownership band of 50-75%.
Investment Advisory Group, LLC
| Title | Cfp/Partner, Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 1998 |