Stephen Bernard Lipton

Financial advisor at Lipton Financial Corporation · Atlanta, GA

Last updated 2026-10-10

Claim your profile

Stephen Bernard Lipton is a financial advisor at Lipton Financial Corporation in Atlanta, GA, CRD 720814. Licenses and exams on the registration: Series 63. IAPD registration began 2003-03-11.

Registration

CRD number
720814
Registration status
Active
IAPD registration
2003-03-11
Industry Experience
23 years
Work Experience
44 years
States registered
GA

Licenses and exams

  • Series 63

Work history

  • 1982-09 to Present · Lipton Financial Corp. · Atlanta, GA
  • 2011-12 to 2018-06 · Wm. H. Murphy & Co., Inc. · Houston, TX

Current employment

  • Lipton Financial Corporation · Atlanta, GA

SEC IAPD record for Stephen Bernard Lipton

About

Stephen Bernard Lipton is a financial advisor at Lipton Financial Corporation in Atlanta, GA. Reported securities licenses include Series 63. The latest record indicates 23 years of industry experience and 44 years of reported work history. Reported roles include Lipton Financial Corp., Wm. H. Murphy & Co., Inc..

SEC disclosures list additional business and community activities: Lipton Financial Corp: , investment adviser, president and sole proprietor from 1982 to present; atlanta, ga; Lipton financial corp.

Location

Atlanta, GA

Open in Google Maps

Official record

View the official SEC IAPD record

Are you Stephen Bernard Lipton?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.