Cary Levine is a registered investment advisor, based in Jupiter, FL, with 27 years of industry experience.
Location
3535 Military Trail, Suite 201, Jupiter, FL, 33458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cary is an insurance agent selling life insurance and annuities through B. Riley Wealth Insurance, dedicating full-time hours to this. He is also the President of Integrity Wealth Advisors LLC and Integrity Tax, LLC, spending nearly full-time and about half his time, respectively, on these investment and non-investment related activities.
Employment History
Current Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
Previous Registrations
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations12 states
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