John
Levee
Ria Wealth Advisors, LLC
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About this Advisor
John Levee is a financial advisor based in Round Rock, Texas, working with Ria Wealth Advisors, LLC. John has previously held positions at Southern Trust Associates, Sta Capital Management LLC/Ffp Advisory Services, Inc, Advance Legacy, Levee Unlimited, Inc, Advanced Wealth Strategies, Levee Unlimited, Inc The Advanced Group Of Companies, First Allied Securities, Inc, First Allied Advisory Services, Inc, Dfpg Investments, Inc, Integrated Advisors Network LLC, and Ria Advisors. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, John is part of Ria Wealth Advisors, LLC, which operates out of Round Rock, Texas. The firm has 1 office and 5 employees. The firm manages assets totaling $110.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Ria Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ria Wealth Advisors, LLC Brokerage Details
$110,017,639
5
545
$201,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Levee Work History
Ria Advisors
Dfpg Investments, Inc
Sta Capital Management LLC/Ffp Advisory Services, Inc
Advance Legacy
Levee Unlimited, Inc,Advanced Wealth Strategies
Levee Unlimited,Inc The Advanced Group Of Companies
Southern Trust Associates
Integrated Advisors Network LLC
First Allied Securities, Inc
First Allied Advisory Services, Inc
Disclosures
Please visit the SEC profile of John Levee 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 Ria Wealth Advisors, LLC
Round Rock, TX
Round Rock, TX
Round Rock, TX
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