Unclaimed
Richard Levinson is a financial advisor with Truist Advisory Services, INC. Richard has been a financial advisor since February 1992, and has worked at Truist Advisory Services, INC. since March 2022. Richard is registered with the state of Virginia and holds the Series 66 license, as well as the SIE license. Richard specializes in retirement planning, college savings, estate planning, and insurance. Richard has also obtained the Chartered Financial Analyst designation. Richard is a resident of McLean, Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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VA
06/06/2022 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
BC
Issued 4/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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