CoverProfile

Mark Levy

Managing Partner

Legacy Wealth Planning LLC

United States, Nevada, Reno

About Me

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.

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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