Jeffrey LevinCRD Number: 1242982
Current Firm: Pineno Levin & Ford Asset Management, Inc.
Jeffrey Levin (CRD# 1242982) is an Investment Advisor Representative working at Pineno Levin & Ford Asset Management, Inc. in Richmond, VA and has over 33 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|#ia Pineno & Levin Asset Management, Inc.||Richmond, VA||Oct 1994 - Current||23|
|Pineno & Levin Asset Management Inc.||Richmond, VA||Sep 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
Total Assets Under Management343MILLIONS
Total Number of Accounts429ACCOUNTS
Average Account Value$800,249
- A percentage of assets under your management
- 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