Jeffrey Levine, financial advisor Newton MA
90 score

Jeffrey Levine

CRD Number: 5577554
Current Firm: Integrated Wealth Concepts LLC

Jeffrey Levine (CRD# 5577554) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Newton, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts LLC Waltham, MA Oct 2016 - Current 1
Lpl Financial LLC Waltham, MA Oct 2016 - Current 1
Alkon & Levine Pc Newton, MA May 1981 - Current 37
Lincoln Financial Advisors Corporation Concord, NE Dec 2012 - Oct 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jeffrey S. Levine
Phone Number: (781) 890-3045
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    550
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $157,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NH, NJ, PA, RI, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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