Mark Levine, financial advisor Denver CO
96 score

Mark Levine

CRD Number: 5495185
Current Firm: First Financial Equity Corporation

Mark Levine (CRD# 5495185) is an Investment Advisor Representative working at First Financial Equity Corporation in Denver, CO and has over 8 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.

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Professional Designations
Company Name Location Dates Years
First Financial Equity Corporation Denver, CO Oct 2014 - Current 2
Ffec Advisory Group LLC Denver, CO Oct 2014 - Current 2
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 &amp;smith, Inc. New York, NY Mar 2008 - Feb 2009 < 1
Unemployed Denver, CO Sep 2007 - Feb 2008 < 1
Avad LLC Van Nuys, CA Jul 2001 - Sep 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Mark D. Levine
Phone Number: 480-951-0079
Firm Website: http://www.ffec.com
Registered State(s):
  • CO
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    2,865
    MILLIONS
  • Total Number of Accounts
    6,068
    ACCOUNTS
  • Average Account Value
    $472,074
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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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