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Irving Levine

COPLEY FINANCIAL SERVICES CORP·FALL RIVER, Massachusetts
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381 PLEASANT STREET, FALL RIVER, MA 02721CRD# 4399763Firm CRD# 110926
01

About

Irving Levine is a registered financial advisor based in FALL RIVER, Massachusetts, affiliated with COPLEY FINANCIAL SERVICES CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
COPLEY FINANCIAL SERVICES CORP
COPLEY FINANCIAL SERVICES CORP
AUM
$101M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COPLEY FINANCIAL SERVICES CORP →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4399763
Firm CRD# 110926
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Irving Levine offer?
Irving Levine specializes in Investment Management, Fee-Only Advisory. Contact their office in FALL RIVER, Massachusetts for a consultation.
What are Irving Levine's credentials?
Irving Levine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Irving Levine located?
Irving Levine is based in FALL RIVER, Massachusetts, working with COPLEY FINANCIAL SERVICES CORP. Their office serves clients in the FALL RIVER metropolitan area and surrounding communities.
How does Irving Levine charge for services?
Irving Levine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPLEY FINANCIAL SERVICES CORP?
COPLEY FINANCIAL SERVICES CORP has approximately 1 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FALL RIVER
Eric Cliff Drysdale — COPLEY FINANCIAL SERVICES CORPDennis Jude O'keefe — SUCCESSFUL MONEY STRATEGIES INC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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