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Daniel Roth Levene

HANSON MCCLAIN, INC.·SACRAMENTO, California
Unclaimed Profile
8775 FOLSOM BLVD., SACRAMENTO, CA 95826CRD# 1134801Firm CRD# 111167
01

About

Daniel Roth Levene is a registered financial advisor based in SACRAMENTO, California, affiliated with HANSON MCCLAIN, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALLWORTH FINANCIAL, L.P.
ALLWORTH FINANCIAL, L.P.
AUM
$19.3B
Regulatory assets under management
Employees
392
Total firm employees
View all advisors at ALLWORTH FINANCIAL, L.P. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1134801
Firm CRD# 111167
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Roth Levene offer?
Daniel Roth Levene specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.
What are Daniel Roth Levene's credentials?
Daniel Roth Levene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Roth Levene located?
Daniel Roth Levene is based in SACRAMENTO, California, working with HANSON MCCLAIN, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Daniel Roth Levene charge for services?
Daniel Roth Levene's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HANSON MCCLAIN, INC.?
HANSON MCCLAIN, INC. has approximately 392 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SACRAMENTO
Rabecca Paulette Altman — SPRINGER INVESTMENT MANAGEMENT, INC.Steven James Dunlap — FDX ADVISORS, INC.Matthew Eric Russell — HANSON MCCLAIN RETIREMENT NETWORK, LLCDavid William Schauer — ALLWORTH FINANCIAL, L.P.Keith Wayne Springer — SPRINGER INVESTMENT MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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