David LevineCRD Number: 5200793
Current Firm: Lincoln Investment
David Levine (CRD# 5200793) is an Investment Advisor Representative working at Lincoln Investment in San Rafael, CA and has over 16 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Lincoln Investment||Fort Washington, PA||Aug 2019 - Current||3|
|Glp And Associates||Farmington Hills, MI||Sep 2012 - Aug 2019||6|
|Glp Investment Services||Farmington Hills, MI||Sep 2012 - Aug 2019||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management17,732MILLIONS
Total Number of Accounts188,491ACCOUNTS
Average Account Value$94,076
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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