Steven
Levin
Wealthsource®
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About this Advisor
Steven Levin is a financial advisor working in Marina Del Rey, California, who has 2 years of industry experience. Levin is on the advisory team at Wealthsource®. Their career trajectory has included roles at United Planners' Financial Services Of America, Penniall & Associates, Arnold Morris Palmer, Dfpg Investments, Inc, American Financial Network Advisory Services, LLC and Wealthsource Partners, LLC. Levin holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Wealthsource® is a registered investment firm that has its headquarters in San Luis Obispo, CA. The company has offices in 39 locations and a total of 71 financial advisors. It administers $2 billion in assets among its 6,375 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 6,375 accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. Wealthsource® has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Wealthsource® most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthsource® Brokerage Details
$1,915,866,644
71
6,375
$300,528
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
Steven Levin Work History
Steven has been registered as a financial advisor for 2 years.*
Wealthsource Partners, LLC
Wealthsource Partners, LLC
Wealthsource Partners, LLC
Wealthsource Partners, LLC
Dfpg Investments, Inc
American Financial Network Advisory Services, LLC
United Planners' Financial Services Of America
Penniall & Associates
Arnold Morris Palmer
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Levin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthsource®
Mission Viejo, CA
San Luis Obispo, CA
Grand Junction, CO
Denver, CO
Woodland Hills, CA
Boulder, CO
Manhattan Beach, CA
Grand Junction, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
