Matthew
Levene

American Funds Distributors, Inc

CRD#7316991
Investment Advisor
in San Antonio, TX

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About this Advisor

Matthew Levene is a financial advisor based in San Antonio, Texas, working with American Funds Distributors, Inc. Matthew has previously held positions at Kensington Investment Distributors, LLC - Ascendant, Open House Tx Realty Investments, LLC, Savvi Properties LLC, Networth Realty, University Of Oklahoma, Kenney Industries, Tandem Wealth Advisors, LLC, and Capital Group - American Funds Distributors, Inc. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Matthew is part of American Funds Distributors, Inc, which operates out of San Antonio, Texas. The firm has 8 offices and 825 employees. The services offered by the firm include other services. The fee structure at American Funds Distributors, Inc includes other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Other

Fee Structure

Others

Office Location

3500 Wiseman Blvd
San Antonio, TX 78251-4321

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American Funds Distributors, Inc Brokerage Details

Total Number of Employees

825

TX Average: 43

Investment Advisory Services

  • Other

Matthew Levene Work History

2022 - Present (2 years)

Capital Group - American Funds Distributors, Inc

2021 - 2021 (< 1 year)

Tandem Wealth Advisors, LLC

2020 - 2021 (1 year)

Kensington Investment Distributors, LLC - Ascendant

2020 - 2020 (< 1 year)

Open House Tx Realty Investments, LLC

2019 - 2019 (< 1 year)

Savvi Properties LLC

2018 - 2019 (1 year)

Networth Realty

2017 - 2017 (< 1 year)

Kenney Industries

2013 - 2018 (5 years)

University Of Oklahoma

Disclosures

Please visit the SEC profile of Matthew Levene 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 American Funds Distributors, Inc

Edward Brown
Los Angeles, CA
Michael Ngo
Carmel, IN
John Workman
Carmel, IN
Andrew Claeson
Los Angeles, CA
Darryl Sopoci
Carmel, IN
Evan Schroeder
Carmel, IN
Mallory Meyer
San Antonio, TX
David Keib
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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