Profile
Mr. Mark Levy is a Managing Partner at Legacy Wealth Planning LLC (Nevada).
He has been working in the securities industry since 1986.
He employs asset allocation tools and a questionnaire process when he meets with prospective clients to determine an appropriate investment for each case.
After an investment design is decided, he creates individual portfolios and monitors them on a constant basis.
Mr. Levy was previously employed as a Financial Advisor by RBC Dain Rauscher, Inc., a Financial Advisor by Everen Securities, Inc., and a Financial advisor by Bateman, Eichler, Hill Richards Realty Co., Inc.
Mark Levy active positions
| Companies | Position | Start |
|---|---|---|
Legacy Wealth Planning LLC (Nevada)
 Legacy Wealth Planning LLC (Nevada) Investment ManagersFinance Legacy Wealth Planning LLC (LWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reno, Nevada. Founded in 2017, LWP provides personalized investment management services to high net worth individuals, individuals, business, charities, non-profits, 403(b)s, retirement plans, and trusts. | Portfolio Manager-Equities | 2017-08-31 |
Former positions of Mark Levy
| Companies | Position | End |
|---|---|---|
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Corporate Officer/Principal | 2006-03-22 |
| Everen Securities, Inc. | Corporate Officer/Principal | 1994-09-08 |
Bateman, Eichler, Hill Richards Realty Co., Inc.
 Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Bateman, Eichler, Hill Richards Realty Co., Inc. provides securities brokerage services. The company is based in Los Angeles, CA. | Corporate Officer/Principal | 1990-09-03 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| Everen Securities, Inc. | Finance |
Bateman, Eichler, Hill Richards Realty Co., Inc.
Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Bateman, Eichler, Hill Richards Realty Co., Inc. provides securities brokerage services. The company is based in Los Angeles, CA. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
Legacy Wealth Planning LLC (Nevada)
Legacy Wealth Planning LLC (Nevada) Investment ManagersFinance Legacy Wealth Planning LLC (LWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reno, Nevada. Founded in 2017, LWP provides personalized investment management services to high net worth individuals, individuals, business, charities, non-profits, 403(b)s, retirement plans, and trusts. | Finance |
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