Richard LevetanCRD 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.
Uma Financial Services Inc.
|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|
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