Lee Levitas, financial advisor Greenwood Village CO

Lee Levitas

CRD Number: 5822166
Current Firm: Empower Advisory Group, LLC

Lee Levitas (CRD# 5822166) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 4 years of experience in the finance industry.

Similar Advisors
Roger Buswell, financial advisor Greenwood Village CO
Roger J. Buswell
CRD# 1036566
Buswell Associates, Inc.
Similar Advisors
Eric Courage , financial advisor Greenwood Village CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Nicholas Crow, financial advisor Greenwood Village CO
Nicholas J. Crow
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name Location Dates Years
Empower Advisory Group, LLC Greenwood Village, CO Apr 2023 - Current 1
Personal Capital Denver, CO Aug 2019 - Current 4
Lincoln Financial Advisors Hunt Valley, MD Oct 2012 - Jul 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Lee M. Levitas
Phone Number: 866-575-4977
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    134,279
    MILLIONS
  • Total Number of Accounts
    188,739
    ACCOUNTS
  • Average Account Value
    $711,454
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.