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Lev Ravkin
18 Years of Experience
San Jose, CA
1 DisclosureBroker
Lev Ravkin is a registered investment advisor at Cetera Investment Advisers LLC, based in San Jose, CA, with 18 years of industry experience. Lev operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1737 N 1st St, Ste 460, San Jose, CA, 95112
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Regulatory History (1)
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Criminal
May 2006Final Disposition
Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2019 - Present · 6 yrs 10 mos
Cetera Investment Services LLCBroker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Foresters Advisory Services, LLC
April 2015 - June 2019 · 4 yrs 2 mos
Foresters Financial Services, INC.Broker
January 2008 - June 2019 · 11 yrs 5 mos
State Registrations19 states
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AdvisorBrokerBoth
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.