Mb, Levis & Associates,llc

Mb, Levis & Associates,llc (CRD# 164197) is a financial advisory firm headquartered in Center Valley, PA. They manage $345,462,211 in 574 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    574
    ACCOUNTS
  • Average Account Value
    $601,851
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NH, NJ, NY, PA, TX

Financial Advisors at Mb, Levis & Associates,llc
Showing 1 - 2 of 2 top financial advisors.
1
Jason R. Henninger
CRD#: 2802899
4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034

Jason Henninger (CRD# 2802899) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 25 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.

2
John B. Levis
CRD#: 2326190
4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034

John Levis (CRD# 2326190) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 28 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.