Mark Levy Email & Phone Number
Managing Partner @ Legacy Wealth Planning
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Mark Levy Location
- Reno, NV, US
Mark Levy Work
- 2006 -now Managing Partner @
- 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
- Wealth Management
- Series 7
- Strategic Financial Planning
- Mutual Funds
- Investment Advisory
- Portfolio Management
- Equities
- Alternative Investments
- Asset Managment
- Series 63
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 1 emails and 1 mobile phone numbers on RocketReach.
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