David Levien, financial advisor San Francisco CA
89 score

David Levien

CRD Number: 6244254
Current Firm: Prudential Financial Planning Services

David Levien (CRD# 6244254) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America San Franciso, CA Aug 2013 - Current 3
Pruco Securities LLC San Francisco, CA Aug 2013 - Current 3
American College Of Healthcare Trustees Houlton, ME May 2013 - Current 3
Advanced Healthcare Consultant Wilmington, DE Jan 2013 - Aug 2013 < 1
St. Agnes Hospital Baltimore, MD Jul 2006 - Dec 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for David Levien
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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