Stephen LevyCRD Number: 1128993
Current Firm: Lincoln Financial Securities Corporation
Stephen Levy (CRD# 1128993) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Waterford, CT and has over 27 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Lincoln Financial Securities Corporation||Waterford, CT||Jul 2008 - Current||8|
|Jefferson Pilot Securities Corporation||Concord, NH||Jul 2000 - Jul 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- 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
- Selection of other advisers (including private fund managers)
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