Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Levinson is a financial advisor at Chicago Capital Management Advisors, LLC. David has been in the industry since 1980 and has a wide range of experience. David holds Series 7, 24, 63 and 66 licenses. David is registered with the state of California and Colorado. David provides a variety of services to individuals including financial planning and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate and insurance planning
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/18/2020 - Present
Chicago Capital Management Advisors, LLC (NEWPORT BEACH CA)
CA
07/14/2016 - 04/28/2020
WESTPARK CAPITAL, INC. (Newport Beach CA)
CA
12/19/2007 - 07/20/2016
NEWPORT COAST SECURITIES, INC. (IRVINE CA)
CA
07/18/2007 - 01/15/2008
NATIONAL SECURITIES CORPORATION (NEWPORT BEACH CA)
CA
06/27/2007 - 07/16/2007
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
CA
10/12/1994 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (NEWPORT BEACH CA)
CA
03/01/1991 - 02/10/1995
SOUTHERN CALIFORNIA SECURITIES, INC. (LOS ANGELES CA)
AZ
11/19/1989 - 03/25/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/03/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/05/1988 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
05/09/1983 - 07/23/1988
MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED
NA
02/03/1983 - 05/23/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/20/1980 - 01/10/1983
MUNICICORP OF CALIFORNIA
BOTH
Issued 06/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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