David Levee (CRD# 806105) is an Investment Advisor Representative working at Eagle Strategies LLC in Delray Beach, FL and has over 32 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Back9strategies | Deerfield, IL | Feb 2015 - Current | 9 |
| Eagle Strategies LLC | Deerfield, IL | Apr 2003 - Current | 21 |
| Nylife Securities LLC | Deerfield, IL | Nov 1981 - Current | 42 |
| New York Life Insurance Company | Evanston, IL | Nov 1967 - Current | 56 |
| Levee Financial Group | Deerfield, IL | Jan 1990 - Jul 2022 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- FL
- IL
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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