Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Isaiah Gates is a registered investment advisor representative at Woodley Farra. Levi has been in the industry since June 2024 and is currently registered in Indiana. Levi has a Series 65 license and specializes in working with individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm, Woodley Farra, is a registered investment advisor that has offices in Indianapolis, Indiana. They offer a variety of services to their clients, including portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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IN
11/02/2024 - Present
Woodley Farra (INDIANAPOLIS IN)
Active
Inactive
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