Levi Cass (CRD# 6064319) is an Investment Advisor Representative working at Lpl Financial LLC in Glendale, AZ and has over 10 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Glendale, AZ | Aug 2022 - Current | 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Aug 2022 | < 1 |
| Ameritas Investment Corp | Lincoln, NE | Mar 2019 - Aug 2022 | 3 |
| Securities America Advisors | La Vista, NE | Apr 2014 - Mar 2019 | 4 |
| Securities America Inc. | La Vista, NE | May 2012 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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
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