Mb, Levis & Associates,llc
Mb, Levis & Associates,llc (CRD# 164197) is a financial advisory firm headquartered in Center Valley, PA. They manage $307,933,325 in 566 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management308MILLION
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Total Number of Accounts566ACCOUNTS
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Average Account Value$544,052
- A percentage of assets under your management
- 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
NC, NH, NJ, NY, PA, TX
Jason Henninger (CRD# 2802899) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 27 years of experience in the finance industry. Jason Henninger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Levis (CRD# 2326190) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 29 years of experience in the finance industry. John Levis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.