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Barry A Levin

A.g.p. / Alliance Global Partners

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About Barry A Levin

Barry Levin is a registered representative with A.g.p. / Alliance Global Partners. Barry has been in the securities industry since 2005. Barry holds Series 7, Series 63 and SIE licenses. Barry is also a registered representative in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Nevada, New Jersey, New York, Ohio, Texas and Wisconsin. Barry has previously worked with Essex Radez LLC, Mid Atlantic Capital Corporation, North Star Investment Services, Inc., CCM Securities, LLC, MF Global Inc., Cobalt Trading LLC, Eroom Securities L.L.C. and Rosenthal Collins Securities, L.L.C.

Firm Information

Barry Levin is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser of pooled investment vehicle charges a performance f

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Barry Levin’s Registration & Firm History

IL

06/07/2019 - Present

A.g.p. / Alliance Global Partners (Chicago IL)

IL

12/20/2018 - 02/01/2019

ESSEX RADEZ LLC (CHICAGO IL)

IL

10/22/2016 - 05/08/2017

MID ATLANTIC CAPITAL CORPORATION (CHICAGO IL)

IL

06/03/2015 - 10/22/2016

NORTH STAR INVESTMENT SERVICES, INC. (HIGHLAND PARK IL)

IL

01/03/2011 - 03/21/2014

CCM SECURITIES, LLC (CHICAGO IL)

IL

02/25/2003 - 12/31/2010

MF GLOBAL INC. (CHICAGO IL)

IL

02/12/2003 - 02/18/2003

COBALT TRADING LLC (CHICAGO IL)

IL

05/21/2001 - 11/26/2001

EROOM SECURITIES L.L.C. (CHICAGO IL)

IL

04/27/2000 - 12/31/2000

ROSENTHAL COLLINS SECURITIES, L.L.C (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Barry A Levin.
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