Victor Levy is a CFP-designated registered investment advisor, based in Cherry Hill, NJ, with 31 years of industry experience.
Location
Cherry Hill, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victor is a book author, president of Leon L Levy & Associates where he sells fixed insurance products, and provides investment advisory services through Wealth Enhancement Advisory Services. He also has a business entity for tax/investment purposes and is involved with Levy Wealth Management Group selling non-variable insurance.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLC
Levy Wealth Management Group
LPL Financial LLC
LPL Financial LLCBroker
Ws Griffith Securities, INC.Broker
State Registrations31 states
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