Richard LevyCRD Number: 308337
Current Firm: Commonwealth Financial Network
Richard Levy (CRD# 308337) is an Investment Advisor Representative working at Commonwealth Financial Network in Sarasota, FL and has over 29 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Advice And Planning Services
|Commonwealth Financial Network||Waltham, MA||Aug 2005 - Current||16|
|Richard Levy Financial Group, LLC||Sarasota, FL||Aug 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1993|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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