Howard Levine (CRD# 2737233) is an Investment Advisor Representative working at Continuum Advisory, LLC in Stowe, VT and has over 27 years of experience in the finance industry.
CRD# 6147027
Esi Financial Advisors
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Nov 2017 - Current | 6 |
| Personal Cfo Services, Inc. | Grand Rapids, MI | Jun 2002 - Current | 21 |
| Signator Investors, Inc. | Stowe, VT | May 2016 - Nov 2017 | 1 |
| Transamerica Financial Advisors, Inc. | Stowe, VT | Mar 2002 - May 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- MT
- NH
- NY
- TX
- VT
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Total Assets Under Management1,292MILLIONS
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$437,585
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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