Alan Tipton is a Wealth Advisor with Crescent Capital Management and has over 27 years investment experience. He is a second generation financial advisor. He specializes in working with High Net Worth clients, including accountants and attorneys, to deliver estate planning, investment strategies, and money management experience. He is a passive investor and consultant to multiple startups and emerging companies. He holds FINRA Series 7 and 63*.
Experience
Wealth Advisor, Level Four Advisory Services 2013 - Present
Financial Consultant, Morgan & Keegan, 2002 - 2012
FInancial Consultant, Hibernia Investments, 1989 - 2002
Education
Louisiana Tech University, BS, Science in Economics and Minor in Finance, 1989
*Securities registrations are held with Level Four Financial, LLC