Charles Levin (CRD# 4334514) is an Investment Advisor Representative working at Levin Financial Planning in Wayland, MA and has over 19 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Levin Financial Planning | Wayland, MA | Jul 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- MA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
MA
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