AdvisorOS Directory
Claim Profile
JL

Jerry Leo Levens

AVL/WEALTHCARE, LLC·GULFPORT, Mississippi
Unclaimed Profile
9490 THREE RIVERS ROAD, GULFPORT, MS 39503CRD# 4471328Firm CRD# 116519
01

About

Jerry Leo Levens is a registered financial advisor based in GULFPORT, Mississippi, affiliated with AVL/WEALTHCARE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
AVL ADVISORY SERVICES, LLC
AVL/WEALTHCARE, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at AVL ADVISORY SERVICES, LLC →
Services
Other
04

Background

Compensation
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4471328
Firm CRD# 116519
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GULFPORT?

Browse all registered financial advisors in GULFPORT, Mississippi or claim this profile if it's yours.

Browse GULFPORT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jerry Leo Levens offer?
Jerry Leo Levens is a registered financial advisor in GULFPORT, Mississippi. Contact their office for details on services offered.
What are Jerry Leo Levens's credentials?
Jerry Leo Levens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Leo Levens located?
Jerry Leo Levens is based in GULFPORT, Mississippi, working with AVL/WEALTHCARE, LLC. Their office serves clients in the GULFPORT metropolitan area and surrounding communities.
How does Jerry Leo Levens charge for services?
Jerry Leo Levens's firm is compensated through other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVL/WEALTHCARE, LLC?
AVL/WEALTHCARE, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GULFPORT
William Montague Eden — HANCOCK BANKLucinda Kay Sloan — AVL/WEALTHCARE, LLCJames Marion Stokes — AVL/WEALTHCARE, LLCGerald William Favre — AVL ADVISORY SERVICES, LLCClifton Joseph Saik — HANCOCK BANK
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)MADISON (9)CLARKSDALE (6)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile