Claude Leveille (CRD# 5791587) is an Investment Advisor Representative working at Courant Investment Management LLC in Franklin, TN and has over 12 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Courant Investment Management LLC | Franklin, TN | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- TN
- TX
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$124,227,462
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
TN, TX
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