Ross
Levine

Lpl Financial LLC

CRD#4285637
Investment Advisor
in Sacramento, CA
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About this Advisor

Ross Levine is a chartered financial consultant operating in Sacramento, California, who has been in the industry for 18 years. Levine currently works for Lpl Financial LLC. During their career, Levine has held roles at Lincoln Financial Advisors Corp and Lpl Financial. Levine maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California, Texas and Colorado. Lpl Financial LLC is a registered investment business that has its headquarters in Sacramento, California. The firm has offices in 8,011 locations and a total of 22,703 financial advisors. It handles $153 billion in total assets among its 680,466 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on the financial services. Fees charged by Lpl Financial LLC can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

650 University Ave Ste 202
Sacramento, CA 95825-6726

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CA Average: $16,012,751,954
Total Number of Employees

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ross Levine Work History

Ross has 18 years of experience.

2009 - Present (10 years)

Lpl Financial

2000 - 2009 (9 years)

Lincoln Financial Advisors Corp

Disclosures

Ross Levine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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