Jacqueline Levoir
Jacqueline Levoir is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Florence, KY, with 22 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
7310 Turfway Road, Suite 550, Florence, KY, 41042
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Regulatory History (1)
Customer Dispute
December 2017Other Business Activities
Jacqueline is an independent contractor and officer (President) of LeVoir Wealth Management, LLC, a support company where she receives her production revenue as a financial planner affiliated with Raymond James. This takes about a quarter to half of Jacqueline's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations12 states
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