John Levine
John Levine is a registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Houston, TX
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Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
John is appointed with various life and health companies as President/Sole Proprietor, selling life insurance and annuities, dedicating about a quarter of his time to this and half of his time to securities trading as President of World Financial Advisors LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.Broker
State Registrations13 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.