BL
CFP
BL
CFP

Brian Leo Levy

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K
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Location

1707 Langhorne Newtown Rd, Suite 130, Langhorne, PA, 19047

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is a licensed insurance agent for life, health, and annuity products with United Capital Risk Management. He may receive compensation from insurance companies for selling insurance products.

Employment History
Current Registrations
United Capital Financial Advisors
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
Centaurus Financial, INC.Broker
May 2010 - December 2015 · 5 yrs 7 mos
LPL Financial CorporationBroker
March 2010 - April 2010 · 1 mo
Metlife Securities INC.Broker
June 2008 - October 2009 · 1 yr 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.