SHANNON M. LIPP is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-08-26 | 2025-03-31 | — |
| AVANTAX ADVISORY SERVICES | 2017-10-05 | 2019-04-29 | — |
| AVANTAX ADVISORY SERVICES | 2015-10-06 | 2017-04-04 | — |
| AVANTAX ADVISORY SERVICES | 2013-03-14 | 2014-03-24 | — |
| PNC WEALTH MANAGEMENT | 2012-12-11 | 2013-02-01 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2009-11-10 | 2011-03-30 | — |
| TD AMERITRADE, INC. | 2009-11-10 | 2011-03-30 | — |
| COMERICA SECURITIES | 2005-03-09 | 2006-02-21 | — |