Lorne Levy, financial advisor Highlands Ranch CO

Lorne Levy

CRD Number: 5581130
Current Firm: Financial Gravity Family Office Services, LLC

Lorne Levy (CRD# 5581130) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Highlands Ranch, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kingswood Capital Partners, LLC Stockbridge, GA Nov 2021 - Current 2
Financial Gravity Family Office Services, LLC Lakeway, TX Sep 2021 - Current 2
All City Financial Group Greenwood Village, CO Oct 2002 - Current 21
Forta Financial Group, Inc. Greenwood Village, CO Sep 2008 - Dec 2021 13
Forta Financial Group, Inc. Lakeway, TX Nov 2008 - Sep 2021 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lorne H. Levy
Phone Number: 800-588-3893
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    365
    MILLIONS
  • Total Number of Accounts
    2,654
    ACCOUNTS
  • Average Account Value
    $137,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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