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
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