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
More profiles to browse
Phillip Mahoney
Managing Partner
M. Bodie Monroe
Financial Advisor
WH
Wendy Hammond
Wealth Advisor
Chris Vargas
Managing Partner
You Might Like
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST