Mark LeavittCRD Number: 5627143
Current Firm: Meritas Wealth Management, LLC
Mark Leavitt (CRD# 5627143) is an Investment Advisor Representative working at Meritas Wealth Management, LLC in Santa Rosa, CA and has over 13 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Traverso Chambers Private Wealth Management, LLC
|Meritas Wealth Management||Larkspur, CA||Nov 2018 - Current||3|
|Mark G Leavitt Cpa||Santa Rosa, CA||Aug 2001 - Current||20|
|Leavitt Wealth Management, LLC||Santa Rosa, CA||Jan 2009 - Feb 2019||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management561MILLIONS
Total Number of Accounts912ACCOUNTS
Average Account Value$614,663
- 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
CA, LA, TX, WA
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