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John David Levin

Levin Funding Group LLC

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About John David Levin

John David Levin is a financial advisor with Levin Funding Group LLC. John has been in the financial services industry for over 30 years and holds Series 6, 7, 63 and 65 licenses. John provides financial planning, portfolio management for individuals and selection of other advisors. John also manages investments for high-net-worth individuals, businesses and insurance companies. John has also previously been affiliated with AXA Advisors, LLC, MML Investors Services, LLC, Princor Financial Services Corporation, and Financial Network Investment Corporation.

Firm Information

John Levin is currently registered with Levin Funding Group LLC. Levin Funding Group LLC is an investment advisor registered with the SEC and located in Tucson, AZ. The firm provides financial planning and portfolio management services for individuals and corporations. They manage over $164 million in assets for 148 clients, primarily high-net-worth individuals and corporations. The firm also offers selection of other advisors as a service.
Levin Funding Group LLC

2200 EAST RIVER ROAD

TUCSON, AZ 85718

$164.53M

Assets Under Management

Not reported

Total Clients

1

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Levin’s Registration & Firm History

AZ

04/05/2023 - Present

Levin Funding Group LLC (TUCSON AZ)

AZ

08/17/2011 - 03/20/2014

AXA ADVISORS, LLC (SCOTTSDALE AZ)

AZ

08/07/2003 - 08/18/2011

MML INVESTORS SERVICES, LLC (TUCSON AZ)

IA

04/17/1991 - 08/25/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

CA

05/07/1990 - 03/13/1991

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 07/10/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/04/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John David Levin.
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