Mark Levy Email & Phone Number
Managing Partner @ Legacy Wealth Planning
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Mark Levy Location
- Reno, NV, US
Mark Levy Work
- Managing Partner @ (January 2006 - Present)
- Financial Advisor @ RBC Dain Rauscher (January 1998 - January 2006)
- Financial Advisor @ Everen Securities (January 1990 - January 1994)
- Financial Advisor @ Bateman Eichler Hill Richards (January 1988 - January 1990)
- Financial Advisor @ Birr Wilson Securities (January 1985 - January 1988)
Mark Levy Education
- Foothill College 1972-1974
- Whitworth University 1971-1972
Mark Levy Skills
- Alternative Investments
- Asset Allocation
- Asset Managment
- Equities
- Estate Planning
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Small Business
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
- FINRA
- Series 7
- 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 Alternative Investments, Asset Allocation, Asset Managment, Equities, Estate Planning and more. Mark Levy has 1 emails and 1 mobile phone numbers on RocketReach.
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