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
MM
Martin McClellan
Managing Partner
M. Bodie Monroe
Financial Advisor
EL
Elise Levy
Financial Advisor
WH
Wendy Hammond
Wealth Advisor
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc