Brandon Levine (CRD# 7266184) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trivium Point Advisory LLC | White Plains, NY | Dec 2023 - Current | < 1 |
| Lpl Financial LLC | White Plains, NY | Jun 2023 - Current | < 1 |
| Wealth Management Associates, Inc. | Eagle, ID | Jul 2021 - May 2023 | 1 |
| Triad Advisors, LLC | Norcross, GA | Jun 2020 - May 2023 | 2 |
| Syracuse University | Syracuse, NY | Sep 2019 - May 2020 | < 1 |
| The Black Dog | Oak Bluffs, MA | Jun 2019 - Aug 2019 | < 1 |
| Syracuse University | Syracuse, NY | Sep 2018 - May 2019 | < 1 |
| The Club At Spruce Peak | Stowe, VT | May 2018 - Aug 2018 | < 1 |
| Full-time Education | Stowe, VT | Feb 2018 - Apr 2018 | < 1 |
| Stowe Mountain Club | Stowe, VT | Dec 2017 - Jan 2018 | < 1 |
| Full-time Education | Stowe, VT | Jun 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- NY
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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