Donald Levy is a registered investment advisor at Stephens, based in Memphis, TN, with 42 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21,784 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stephens Inc. offers several investment management programs with fees based on a percentage of assets managed. Fees are negotiable and vary from client to client. Fees for some programs are charged quarterly in arrears, while others are charged monthly in advance. Clients may also incur markups or markdowns on fixed income transactions. Some programs may also have performance-based fees.
Location
6075 Poplar Avenue, Crescent Center, Memphis, TN, 38119
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1993Other Business Activities
Donald is involved with Levylane Properties LLC, which owns rental properties, since 2015, dedicating a few hours per week. He is also a controlling member of Beaukat Properties #1 & 2 LLC, which owns rental houses, since 2019, dedicating minimal time.
Employment History
Current Registrations
Stephens
StephensBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.