Mark LevineCRD Number: 5495185
Current Firm: Vista Private Wealth Partners LLC
Mark Levine (CRD# 5495185) is an Investment Advisor Representative working at Vista Private Wealth Partners LLC in Denver, CO and has over 9 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.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|First Financial Equity Corporation||Denver, CO||Oct 2014 - Current||3|
|Ffec Advisory Group LLC||Denver, CO||Oct 2014 - Current||3|
|U.s. Bancorp Investments, Inc.||Denver, CO||Mar 2011 - Oct 2014||3|
|Bancwest Investment Services||Denver, CO||Mar 2009 - Feb 2011||1|
|Ml Pierce,fenner &smith, Inc.||New York, NY||Mar 2008 - Feb 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management265MILLIONS
Total Number of Accounts1,061ACCOUNTS
Average Account Value$249,572
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, CO, TX, UT
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