Todd Levine (CRD# 4308956) is an Investment Advisor Representative working at Invst, LLC in Indianapolis, IN and has over 17 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invst, Llc Dba Levine Financial Group | Colts Neck, NJ | Jan 2022 - Current | 2 |
| Park Avenue Securities | Cranford, NJ | Dec 2014 - Jan 2022 | 7 |
| Park Avenue Securities | Cranford, NJ | Apr 2010 - Jan 2022 | 11 |
| Guardian Life Insurance Company | Cranford, NJ | Jan 2010 - Jan 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- NJ
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Total Assets Under Management1,347MILLIONS
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Total Number of Accounts5,139ACCOUNTS
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Average Account Value$262,161
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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