Richard
Levinson
Truist Advisory Services, Inc
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About this Advisor
Richard Levinson is a chartered financial analyst based out of Mc Lean, Virginia with a total of 1 year of relevant experience. Levinson is an employee of Truist Advisory Services, Inc. Their career trajectory has included roles at Wells Fargo Bank, Wells Fargo Clearing Services and Truist Advisory Services, Inc. Levinson is able to advise clients in Virginia. Truist Advisory Services, Inc is an advisory company headquartered in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 employees. It administers $53 billion in assets across its 125,600 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 125,600 customer accounts, just 12% are held by high-net-worth investors who have greater than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types billed by Truist Advisory Services, Inc likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$53,169,938,577
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,842
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
125,600
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$423,328
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
- Publication of periodicals or newsletters
- Other
Richard Levinson Work History
Richard has been registered as a financial advisor for 1 years.*
Truist Advisory Services, Inc
Wells Fargo Clearing Services
Wells Fargo Bank
*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 Richard Levinson 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 Truist Advisory Services, Inc
Pompano Beach, FL
Richmond, VA
Richmond, VA
Charlotte, NC
Fort Lauderdale, FL
Richmond, VA
Chevy Chase, MD
Merritt Island, FL
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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