Dana Levit (CRD# 4551389) is an Investment Advisor Representative working at Paragon Financial Advisors in Newton, MA and has over 23 years of experience in the finance industry. Dana Levit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Back Bay Financial Group, Inc. | Boston, MA | Apr 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- MA
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts335ACCOUNTS
-
Average Account Value$274,627
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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