I have been a Registered Representative in the securities industry since 1986. My aim is to earn the trust of each client and help them pursue their financial goals through various customized investment strategies including asset allocation and utilizing quality investments. Specialties: My focus is constructing investment, retirement and estate planning solutions for each individual clients' needs.
Mark Levy
Managing Partner
Legacy Wealth Planning LLC
United States, Nevada, Reno
About Me
Profile Information
Managing Partner
Legacy Wealth Planning LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Reno
Nevada
United States
Jan 12, 2025
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