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
Chris Vargas
Managing Partner
Phillip Mahoney
Managing Partner
MM
Martin McClellan
Managing Partner
EL
Elise Levy
Financial Advisor
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
RD
Russ Degitz
Principal
Huntington University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NC
Najib Canaan
Chief Executive Officer
Kingswood Group