Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Anderson is a financial advisor at EP Wealth Advisors. Levi is a Certified Financial Planner and has been in the financial services industry for over 6 years. Prior to joining EP Wealth Advisors, Levi worked at TD Ameritrade and Edward Jones. Levi holds the Series 7 and Series 66 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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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CA
06/16/2021 - Present
EP Wealth Advisors (San Diego CA)
TX
10/16/2019 - 01/11/2021
TD AMERITRADE, INC. (FORT WORTH TX)
TX
02/25/2015 - 10/02/2019
EDWARD JONES (CLEBURNE TX)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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