Mark Levine (CRD# 5495185) is an Investment Advisor Representative working at Denver Pwm, LLC in Denver, CO and has over 15 years of experience in the finance industry. Mark Levine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vista Private Wealth Partners LLC | Denver, CO | Oct 2014 - Current | 9 |
| Denver Private Wealth Management | Denver, CO | Oct 2014 - Current | 9 |
| First Financial Equity Corporation | Denver, CO | Oct 2014 - Jul 2018 | 3 |
| U.s. Bancorp Investments, Inc. | Denver, CO | Mar 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- CO
- TX
-
Total Assets Under Management586MILLIONS
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Total Number of Accounts1,678ACCOUNTS
-
Average Account Value$349,077
- 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)
AZ, CA, CO, FL, ID, KS, MI, MO, NE, PA, SD, TX, UT, WA
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