Lori
Boykin
Bip Wealth, LLC
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About this Advisor
Lori Boykin is a financial advisor working out of Atlanta, Georgia, who has been in the financial industry for 23 years. Boykin is an advisor for Bip Wealth, LLC. Boykin has gained experience at Bip Wealth, LLC, Charles Schwab & Co., Inc and Charles Schwab Bank. Boykin holds a Series 63 license, certifying them as a securities agent, and is approved to operate in Georgia. Bip Wealth, LLC is a firm headquartered in Atlanta, Georgia. It has a total of 39 people on staff. It has $2 billion in assets between its 4,959 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 4,959 accounts, 54% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Bip Wealth, LLC offers a wide set 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. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees billed by Bip Wealth, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Bip Wealth, LLC Brokerage Details
$2,202,568,368
39
4,959
$444,156
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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 23 years of experience.
Bip Wealth, LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Lori Boykin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bip Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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