Vanessa Levan
Vanessa Levan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Urbana, IL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 Main Street, Urbana, IL, 61801
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business Activities
Vanessa works as an associate/employee for Busey Investment Services and Busey Bank, managing client relationships and accounts. These activities take about half of Vanessa's time and occur during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
First Busey Securities, INC.Broker
State Registrations25 states
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