Elise Levy (CRD# 7424847) is an Investment Advisor Representative working at Mariner Independent in Reno, NV and has over 2 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Independent Advisor Network | Overland Park, KS | Dec 2023 - Current | < 1 |
Lpl Financial, LLC | Reno, NV | Aug 2021 - Current | 2 |
Mountain View Montessori School | Reno, NV | Oct 2017 - Current | 6 |
Legacy Wealth Planning | Reno, NV | Feb 2022 - Dec 2023 | 1 |
Muse Group Marketing | Reno, NV | Sep 2018 - Jun 2021 | 2 |
The Great Basin Institute | Reno, NV | Apr 2017 - Oct 2017 | < 1 |
Great Basin Outdoor School | Reno, NV | Jan 2017 - Apr 2017 | < 1 |
University Of Nevada, Reno | Reno, NV | Jan 2015 - Dec 2016 | 1 |
Starbucks | Reno, NV | Feb 2015 - Oct 2015 | < 1 |
The Bistro | Salem, OR | Aug 2013 - Dec 2014 | 1 |
Willamette University | Salem, OR | Aug 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NV
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Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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