Susan LeviCRD Number: 5582756
Current Firm: H.d. Vest Advisory Services, Inc.
Susan Levi (CRD# 5582756) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Hd Vest Advisory Services||Pittsburgh, PA||May 2014 - Current||3|
|H.d. Vest||Pittsburgh, PA||Aug 2008 - Current||9|
|Donnelly-boland And Associates||Pittsburgh, PA||Oct 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV