Levi Anderson (CRD# 7269656) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 4680182
Preston Wealth Advisors, LLC
CRD# 6051995
Yeske Buie Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial Inc. | Anaheim, CA | Jan 2021 - Current | 3 |
| Fsc Securities Corporation | San Antonio, TX | Jul 2020 - Oct 2020 | < 1 |
| D&d Texas Outfitters | Seguin, TX | May 2005 - Jun 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- OK
- TX
-
Total Assets Under Management5,212MILLIONS
-
Total Number of Accounts30,814ACCOUNTS
-
Average Account Value$169,144
- 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
- Market timing services
- 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, WY
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