John Levin (CRD# 2033204) is an Investment Advisor Representative working at Levin Funding Group LLC in Tucson, AZ and has over 33 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axa Advisors, LLC | Tucson, AZ | Apr 2014 - Current | 10 |
| Levin Motorsports Management, LLC | Tucson, AZ | Mar 2014 - Current | 10 |
| Levin Funding Group LLC | Tucson, AZ | Dec 2013 - Current | 10 |
| Levin Financial & Insurance Services, LLC | Tucson, AZ | Mar 2005 - Current | 19 |
| Bauer Captain & Johnson (dba Bcj Capital Management) | Scottsdale, AZ | Aug 2011 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- AZ
- TX
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$1,111,694
- 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
- Selection of other advisers (including private fund managers)
AZ, TX
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