David
Levine
Fidelity Personal And Workplace Advisors
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About this Advisor
David Levine is a financial advisor based in Beaverton, Oregon, working with Fidelity Personal And Workplace Advisors. David has previously held positions at Axxcess Capital Partners, LLC, Mc2 Ventures, Arete Wealth Management LLC, Ari Financial Services Inc, Pebble Beach Dst, Fidelity Investments, Emerson Equity LLC, and Versity Investments, LLC. David has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Oregon and Texas. Currently, David is part of Fidelity Personal And Workplace Advisors, which operates out of Beaverton, Oregon. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
David Levine Work History
Fidelity Investments
Pebble Beach Dst
Versity Investments, LLC
Emerson Equity LLC
Arete Wealth Management LLC
Ari Financial Services Inc
Axxcess Capital Partners, LLC
Mc2 Ventures
Disclosures
Please visit the SEC profile of David Levine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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