Mark Levy Location

Reno, NV, US

Mark Levy Work

  • 2006 - now  Managing Partner @ Legacy Wealth Planning
  • 1998 - 2006 Financial Advisor @ RBC Dain Rauscher
  • 1990 - 1994 Financial Advisor @ Everen Securities
  • 1988 - 1990 Financial Advisor @ Bateman Eichler Hill Richards
  • 1985 - 1988 Financial Advisor @ Birr Wilson Securities

Mark Levy Education

  • Foothill College

    1972 - 1974
  • Whitworth University

    1971 - 1972

Mark Levy Skills

  • Asset Allocation
  • Investment Strategies
  • Investments
  • Estate Planning
  • Retirement
  • Securities
  • Wealth Management Services
  • FINRA
  • Small Business
  • Retirement Planning

Mark Levy Summary

Mark Levy, based in Reno, NV, US, is currently a Managing Partner at Legacy Wealth Planning. Mark Levy brings experience from previous roles at RBC Dain Rauscher, Everen Securities, Bateman Eichler Hill Richards and Birr Wilson Securities. Mark Levy holds a 1972 - 1974 Foothill College. With a robust skill set that includes Asset Allocation, Investment Strategies, Investments, Estate Planning, Retirement and more. Mark Levy has 2 emails and 1 mobile phone numbers on RocketReach.

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