Levine, David Alan
Levine, David Alan (CRD# 167584) is a financial advisory firm headquartered in Sarasota, FL. They manage $1,250,000 in 20 accounts and serve the financial needs of clients across 0 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$62,500
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses