David Levine
David Levine is a registered investment advisor at Capital Analysts, based in Woodland Hills, CA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
21800 Burbank Blvd, Suite 200, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Financial
October 2018Other Business ActivitiesSells Insurance
David is an insurance agent focusing on fixed life and annuity sales and service. He receives residual trail commissions for old business but is no longer appointed with any outside insurance carrier, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Glp Investment Services, LLCBroker
Gwn Securities INC.Broker
Transamerica Financial Advisors, INC.Broker
State Registrations9 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.