Mark Levy active positions
| Companies | Position | Start | End |
|---|---|---|---|
Legacy Wealth Planning LLC (Nevada)
 Legacy Wealth Planning LLC (Nevada) Investment ManagersFinance Legacy Wealth Planning LLC (LWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reno, Nevada. Founded in 2017, LWP provides personalized investment management services to high net worth individuals, individuals, business, charities, non-profits, 403(b)s, retirement plans, and trusts. | Portfolio Manager-Equities | 2017-08-31 | - |
Career history of Mark Levy
Former positions of Mark Levy
| Companies | Position | Start | End |
|---|---|---|---|
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Corporate Officer/Principal | 1997-01-01 | 2006-03-22 |
| Everen Securities, Inc. | Corporate Officer/Principal | 1990-09-03 | 1994-09-08 |
Bateman, Eichler, Hill Richards Realty Co., Inc.
 Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Bateman, Eichler, Hill Richards Realty Co., Inc. provides securities brokerage services. The company is based in Los Angeles, CA. | Corporate Officer/Principal | 1988-03-23 | 1990-09-03 |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 5 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Legacy Wealth Planning LLC (Nevada)
Legacy Wealth Planning LLC (Nevada) Investment ManagersFinance Legacy Wealth Planning LLC (LWP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reno, Nevada. Founded in 2017, LWP provides personalized investment management services to high net worth individuals, individuals, business, charities, non-profits, 403(b)s, retirement plans, and trusts. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
| Everen Securities, Inc. | Finance |
Bateman, Eichler, Hill Richards Realty Co., Inc.
Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Bateman, Eichler, Hill Richards Realty Co., Inc. provides securities brokerage services. The company is based in Los Angeles, CA. | Finance |
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