Lori
Boykin

Bip Wealth, LLC

CRD#2784418
Investment Advisor
in Atlanta, GA

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About this Advisor

Lori Boykin is a financial advisor who works in Atlanta, Georgia with a total of 9 years of relevant experience. Boykin currently works for Bip Wealth, LLC. Throughout their career, Boykin has worked at Bip Wealth, LLC, Charles Schwab & Co., Inc and Charles Schwab Bank. Boykin maintains a Series 63 license, certifying them as a securities broker, and can operate in Georgia. Bip Wealth, LLC is a financial advisory business operating out of Atlanta, GA. The investment advisory business has offices in two locations and a total of 49 advisors. It oversees $2 billion in total assets across its 5,902 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 5,902 customer accounts, 56% belong to high-net-worth clients who have at least $1 million in assets. Bip Wealth, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Bip Wealth, LLC most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3575 Piedmont Rd, Ne Bldg 15, Suite 730
Atlanta, GA 30305

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Bip Wealth, LLC Brokerage Details

Total Assets Under Management

$2,310,141,037

GA Average: $3,570,121,308
Total Number of Employees

49

GA Average: 58
Total Number of Accounts

5,902

GA Average: 1,608
Average Account Size

$391,417

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Lori Boykin Work History

Lori has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Bip Wealth, LLC

2005 - 2014 (9 years)

Charles Schwab Bank

1999 - 2014 (15 years)

Charles Schwab & Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lori Boykin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bip Wealth, LLC

Steven Manfredonia
Atlanta, GA
Kyle Schmidt
Atlanta, GA
Jeffrey Grossman
Atlanta, GA
Michel Cowdery
Atlanta, GA
Mason Porritt
Atlanta, GA
John Hester
Atlanta, GA
Ashley Arrington
Atlanta, GA
Andrew Malone
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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