Harold Levinson, financial advisor Dallas TX
93 score

Harold Levinson

CRD Number: 4568178
Current Firm: First Allied Advisory Services, Inc.

Harold Levinson (CRD# 4568178) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Current 4
First Allied Securities, Inc. San Dieog, CA Apr 2008 - Current 8
H&r Block Financial Advisors, Inc. Dallas, TX Mar 2004 - Apr 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Harold A. Levinson
Phone Number: 866-378-1376
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, ME, 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, VT, WA, WI, WV

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

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