Unclaimed
Leah Levingston is a Registered Investment Advisor Representative with Alaska Wealth Advisors. Leah is located in Anchorage, AK and has been in the industry since August 2020. Leah specializes in providing financial planning, portfolio management for individuals, and portfolio management for profit sharing plans. Leah is a graduate of the University of Alaska Anchorage and holds a Series 65 license. Alaska Wealth Advisors offers a wide range of investment advisory services, including financial planning, portfolio management, and selection of other advisors. They have a strong commitment to their clients and are dedicated to providing them with the highest level of service.
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.
Portfolio management for profit sharing plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AK
01/21/2021 - Present
Alaska Wealth Advisors (ANCHORAGE AK)
IA
Issued 01/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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