Lori Lynn Boykin
Investment Adviser Representative at BIP Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lori Lynn Boykin is an investment adviser representative with BIP Wealth, LLC in Bradenton, FL, where they have been registered since 2014. They have worked in the securities industry since 2003 and were previously registered with Charles Schwab & Co., Inc. They have passed 5 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 9 (options sales supervisor). They are registered to provide investment advice in Georgia.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BIP Wealth, LLCDec 2014 – no end date reportedAtlanta, GA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BIP Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Less than $2,000,0000.60%
- $2,000,000 to $10,000,0000.50%
- $10,000,000 and above0.40%
- BIP Institutional Reserve $250,000 - $24,999,9990.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 62
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Atlanta, GA
- SEC file number:
- 801-68882
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at BIP Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lori Lynn Boykin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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