Reuben Levinsohn (CRD# 5025764) is an Investment Advisor Representative working at Washington Avenue Advisors in Lansing, MI and has over 18 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Washington Avenue Advisors | Lansing, MI | Feb 2016 - Current | 8 |
| Principal Life Ins Company | Lansing, MI | Jan 2013 - Current | 11 |
| Princor Financial Services Corporation | Lansing, MI | Jan 2013 - Current | 11 |
| The Centennial Group | Lansing, MI | Feb 2013 - Jan 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
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- FL
- IN
- MI
- OH
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Total Assets Under Management224MILLIONS
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Total Number of Accounts1,164ACCOUNTS
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Average Account Value$192,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, ID, IL, IN, KS, KY, MI, NC, NE, NH, OH, TX
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