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LORI LYNN BOYKIN
LORI L SHEPHERD
CRD#: 2784418
IA
Investment Adviser
BIP WEALTH, LLCCRD#: 143208 Bradenton, FL
Registration History
200420062008201020122014201620182020202220242026IABIP WEALTH, LLC (CRD# 143208)2014 - Present (10 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2003 - 2014 (11 years)
License(s)

State Registrations

IA
Georgia 12/8/2014

Current Registration(s)
IA
BIP WEALTH, LLC (CRD#:143208)
Bradenton, FL
Registered with this firm since 12/8/2014

Previous Registration(s)
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IA
03/28/2003 - 10/27/2014 CHARLES SCHWAB & CO., INC. (CRD#:5393) ALPHARETTA, GA
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Disclosures
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