Reuben
Levinsohn
Washington Avenue Advisors
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About this Advisor
Reuben Levinsohn is a financial advisor who works out of Lansing, Michigan with a total of 3 years of relevant experience. Levinsohn is an employee of Washington Avenue Advisors. Over the course of their career, Levinsohn has held roles at Principal Life Ins Company, Princor Financial Services Corporation, The Centennial Group and Washington Avenue Advisors. Levinsohn maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Indiana, Michigan and Ohio. Washington Avenue Advisors is a financial advisory company headquartered in Lansing, MI. The firm has a total of six employees. It controls $192 million in assets among its 1,141 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises three charitable organizations. Of its 1,141 customer accounts, just 9% are held by high-net-worth clients who have greater than $1 million in assets. Washington Avenue Advisors offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually vary depending on which service is offered. However, fee types billed by Washington Avenue Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Washington Avenue Advisors Brokerage Details
$191,551,217
6
1,141
$167,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Reuben Levinsohn Work History
Reuben has been registered as a financial advisor for 3 years.*
Washington Avenue Advisors
Principal Life Ins Company
Princor Financial Services Corporation
The Centennial Group
*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 Reuben Levinsohn 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 Washington Avenue Advisors
Lansing, MI
Lansing, MI
Lansing, MI
Lansing, MI
Lansing, MI
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