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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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