David Leavitt (CRD# 3258885) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mayfield Hts, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors | Cleveland, OH | Apr 2021 - Current | 3 |
| Progressive Interchange, LLC | Pepper Pike, OH | Jul 2008 - Current | 15 |
| Securities America, Inc. | Mayfield Heights, OH | Sep 2005 - Current | 18 |
| The Lincoln National Life Insurance Company | Cleveland, OH | Jul 1999 - Current | 24 |
| Friedman, Leavitt & Assoc Inc. | University Hts, OH | Mar 1995 - Current | 29 |
| Friedman Leavitt & Assoc., Inc. | Cleveland, OH | Mar 1994 - Current | 30 |
| Cedar Brook Financial | University Hts, OH | Feb 2019 - Mar 2021 | 2 |
- OH
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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