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Brian Jacob Levin

Intrepid Investment Bankers LLC

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About Brian Jacob Levin

Brian Levin is an investment banker with over 10 years of experience. Brian holds the Series 3, 79 and 63 licenses and the SIE exam. Brian is currently registered with Intrepid Investment Bankers LLC.

Firm Information

Brian Levin is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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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Brian Levin’s Registration & Firm History

CA

07/27/2011 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 08/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 05/07/2009

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Jacob Levin.
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