Paul Levy, financial advisor Centennial CO
93 score

Paul Levy

CRD Number: 3130725
Current Firm: Good Life Advisors, LLC

Paul Levy (CRD# 3130725) is an Investment Advisor Representative working at Good Life Advisors, LLC in Centennial, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Centennial, CO Feb 2015 - Current 1
Good Life Advisors, LLC Centennial, CO Feb 2015 - Current 1
Ubs Financial Services Inc. Denver, CO Jul 2013 - Feb 2015 1
Ubs Financial S. - Wilmington Denver, CO Jan 2011 - Jul 2013 2
Ubs Financial Services Inc. Littleton, CO Oct 2007 - Jan 2011 3
A. G. Edwards & Sons, Inc. Englewood, CO Sep 1998 - Oct 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
Contact Info for Paul E. Levy
Phone Number: 610-898-6927
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    4,794
    ACCOUNTS
  • Average Account Value
    $81,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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