Debra Levine
Debra Levine is a registered investment advisor at Guidance Point Retirement Services, LLC, based in El Dorado Hills, CA, with 11 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 7 clients with $85M in assets under management.
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Fee Structure
Location
El Dorado Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Guidance Point Retirement Services, LLC
State Registrations2 states
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