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Brian Levin

18 Years of Experience
Northbrook, IL

Brian Levin is a registered investment advisor at Levin & Levy, LLP, based in Northbrook, IL, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
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Location

3400 Dundee Road, Suite 310, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian works at the Office of Swift Prepaid Solutions, Inc. This activity takes nearly full-time.

Employment History
Current Registrations
Levin & Levy, LLP
May 2007 - Present · 19 yrs
Previous Registrations
Levin & Levy, LLP
May 2007 - December 2023 · 16 yrs 7 mos
Levin & Levy, LLP
May 2007 - December 2022 · 15 yrs 7 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
Brian Levin - Financial Advisor | TrueAdvisor