Levi CassCRD Number: 6064319
Current Firm: Securities America Advisors, Inc.
Levi Cass (CRD# 6064319) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Advisors||La Vista, NE||Apr 2014 - Current||3|
|Securities America Inc.||La Vista, NE||May 2012 - Current||5|
|Jetmobile LLC||Bellevue, NE||Oct 2006 - Dec 2012||6|
|Tsys Merchant Solutions||Omaha, NE||Jul 2010 - Jul 2011||1|
|Morningside College||Sioux City, IA||Aug 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops