Levi Haight, financial advisor Grand Haven MI

Levi Haight

CRD Number: 4743213
Current Firm: Avantax Advisory Services

Levi Haight (CRD# 4743213) is an Investment Advisor Representative working at LPL Financial in Spring Lake, MI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Grand Haven, MI Jul 2021 - Current 2
Avantax Investments Services, Inc. Grand Haven, MI Jul 2021 - Current 2
Avantax Insurance Agency LLC Grand Haven, MI Jul 2021 - Current 2
Guardian Life Insurance Grand Haven, MI Jan 2018 - Current 6
Haight Wealth Properties, LLC Grand Haven, MI Feb 2016 - Current 8
Lpl Financial, LLC Grand Haven, MI Nov 2015 - Jul 2021 5
Metlife Securities Inc. Grand Rapids, MI Feb 2008 - Nov 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Levi A. Haight
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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