James Levell is a registered investment advisor at Wells Fargo Advisors, based in Punta Gorda, FL, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
110 Sullivan Street, Suite 112, Punta Gorda, FL, 33950
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the owner of Level Wealth Management, LLC since 2014. He dedicates a significant amount of time to this, working well over full-time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations31 states
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