Joseph Levi is a registered investment advisor at Truist Advisory Services, INC., based in Dallas, TX, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
100 Crescent Ct, Ste 1000, Dallas, TX, 75201
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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.
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Joseph is the Vice President and Treasurer of the Board for the YMCA Foundation of Middle Tennessee since 2017. He dedicates minimal time to this role.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
Synovus Securities, INC.
Synovus Securities, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Powelljohnson
Powelljohnson
PowelljohnsonBroker
Amsouth Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
State Registrations3 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.