Alan LevinCRD 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.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|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|
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
Total Assets Under Management333MILLIONS
Total Number of Accounts1,245ACCOUNTS
Average Account Value$267,100
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.