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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

TitleCfp/Partner, Chief Compliance Officer
Ownership50-75%
Control personYes
Since1998
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