Unclaimed Profile

John David Levin

LEVIN FUNDING GROUP LLC·TUCSON, Arizona

Series 6, Series 7, Series 63, Series 65Clean record23 years registeredLEVIN FUNDING GROUP LLC

2200 EAST RIVER ROAD, TUCSON, AZ 85718CRD# 2033204Firm CRD# 170087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John David Levin · TUCSON, AZ

Registration

CRD #2033204 · LEVIN FUNDING GROUP LLC · 23 years registered

Brand Profile

Not yet started

Career History

LEVIN FUNDING GROUP LLC

Mar 2014 – present

AXA ADVISORS, LLC

Sep 2011 – Mar 2014

SCOTTSDALE, AZ

BCJ CAPITAL MANAGEMENT

Sep 2011 – Jul 2016

TUCSON, AZ

MML INVESTORS SERVICES, LLC

Aug 2003 – Aug 2011

TUCSON, AZ

PRINCOR FINANCIAL SERVICES CORPORATION

Jul 2003 – Aug 2003

TUCSON, AZ

PRINCOR FINANCIAL SERVICES CORPORATION

Feb 2003 – Mar 2003

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEVIN FUNDING GROUP LLC

CRD 170087 · SEC 801-125714

AUM

$165M

Regulatory assets under management

Employees

148 client accounts

Services offered by LEVIN FUNDING GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEVIN FUNDING GROUP LLC →

Introduction

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Frequently Asked Questions

What services does John David Levin offer?

John David Levin specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.

What are John David Levin's credentials?

John David Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John David Levin located?

John David Levin is based in TUCSON, Arizona, working with LEVIN FUNDING GROUP LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.

How does John David Levin charge for services?

John David Levin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEVIN FUNDING GROUP LLC?

LEVIN FUNDING GROUP LLC has approximately 3 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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