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Alan Levin is a registered investment advisor, based in Boca Raton, FL, with 23 years of industry experience.
Location
1200 North Federal Highway, Suite 215, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2012Final
Other Business ActivitiesSells Insurance
Alan is a sole proprietor selling fixed insurance products since 2018. This activity takes minimal time and is conducted outside of market hours.
Employment History
Current Registrations
I-Bankers Securities, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Ibd Wealth Management, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
I-Bankers Direct, LLCBroker
July 2023 - July 2024 · 1 yr
Newbridge Financial Services Group, INC.
March 2019 - July 2023 · 4 yrs 4 mos
Newbridge Securities CorporationBroker
March 2019 - July 2023 · 4 yrs 4 mos
MML Investors Services, LLC
January 2019 - March 2019 · 2 mos
MML Investors Services, LLCBroker
November 2018 - March 2019 · 4 mos
National Securities CorporationBroker
November 2011 - October 2016 · 4 yrs 11 mos
Osage Investments, INC.Broker
March 2011 - October 2012 · 1 yr 7 mos
Equity Station, INC.Broker
July 2005 - December 2012 · 7 yrs 5 mos
Vfinance Investments, INCBroker
July 2005 - October 2016 · 11 yrs 3 mos
United Capital Markets, INC.Broker
September 2000 - January 2005 · 4 yrs 4 mos
National Stock Trading, L.L.C.Broker
June 2000 - August 2000 · 2 mos
State Registrations1 state
FL
Advisor
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Exams
No exam information available for this advisor.