Alan Levin, financial advisor Boca Raton FL

Alan Levin

CRD Number: 3073530
Current Firm: Newbridge Financial Services Group, Inc.

Alan Levin (CRD# 3073530) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Newbridge Securities Corporation Boca Raton, FL Feb 2019 - Current 2
Mml Investors Services, LLC Ft Lauderdale, FL Sep 2018 - Feb 2019 < 1
Massmutual Life Insurance Ft Lauderdale, FL Jul 2018 - Feb 2019 < 1
Unemployed Ft Lauderdale, FL Oct 2016 - Sep 2018 1
National Securities Corporation Seattle, WA Nov 2011 - Oct 2016 4
National Holdings Corp Boca Raton, FL Aug 2008 - Oct 2016 8
Vfinance Investments, Inc. Boca Raton, FL Jun 2005 - Oct 2016 11
Equity Station, Inc. Boca Raton, FL Jun 2005 - Feb 2013 7
R.a. Bench Securities Boca Raton, FL Mar 2011 - Sep 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alan B. Levin
Phone Number: 954-334-3450
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    333
    MILLIONS
  • Total Number of Accounts
    1,245
    ACCOUNTS
  • Average Account Value
    $267,100
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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