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 is part of 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*.
Wealth Advisor, Level Four Advisory Services 2013 - Present
Financial Consultant, Morgan & Keegan, 2002 - 2012
Financial Consultant, Hibernia Investments, 1989 - 2002
Louisiana Tech University, BS, Science in Economics and Minor in Finance, 1989
Securities offered through Harbor Financial Services, LLC, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Level Four Advisory Services, LLC, Crescent Capital Management and Harbor Financial Services, LLC are separate but related entities.