Levi Laws (CRD# 7136102) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Decatur, IL and has over 3 years of experience in the finance industry.
CRD# 5638945
Ameriprise Financial Services, LLC
CRD# 6241596
Ipi Wealth Management, Inc.
CRD# 6628382
Ipi Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Nicolaus | Decatur, IL | Jun 2019 - Current | 4 |
| Millikin University | Decatur, IL | Aug 2018 - May 2019 | < 1 |
| Wabash General Hospital | Mount Carmel, IL | May 2018 - Aug 2018 | < 1 |
| Millikin University | Decatur, IL | Aug 2017 - May 2018 | < 1 |
| Self | Mount Carmel, IL | May 2017 - Aug 2017 | < 1 |
| Wabash Valley College | Mount Carmel, IL | Sep 2016 - May 2017 | < 1 |
| Olney Machine And Design | Decatur, IL | Aug 2014 - Aug 2016 | 2 |
| Wabash Community Unit School | Mount Carmel, IL | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- IL
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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