Richard Levetan, financial advisor Midvale UT
93 score

Richard Levetan

CRD Number: 1445530
Current Firm: Securities America Advisors, Inc.

Richard Levetan (CRD# 1445530) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Midvale, UT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Synergy Financial Advisors, LLC Salt Lake City, UT Sep 2000 - Current 17
Securities America Advisors, Inc. Omaha, NE Apr 2000 - Current 17
Securities America, Inc. Omaha, NE Mar 2000 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for Richard C. Levetan
Phone Number: 402-399-9111
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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