Unclaimed Profile

John Bruce Levis

MB, LEVIS & ASSOCIATES,LLC·CENTER VALLEY, Pennsylvania

Clean recordMB, LEVIS & ASSOCIATES,LLC

4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 2326190Firm CRD# 164197

Profile Verification

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

Identity

John Bruce Levis · CENTER VALLEY, PA

Registration

CRD #2326190 · MB, LEVIS & ASSOCIATES,LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Bruce Levis is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with MB, LEVIS & ASSOCIATES,LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MB, LEVIS & ASSOCIATES,LLC

AUM

$350M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MB, LEVIS & ASSOCIATES,LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2326190

Firm CRD# 164197

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Frequently Asked Questions

What services does John Bruce Levis offer?

John Bruce Levis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.

What are John Bruce Levis's credentials?

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

Where is John Bruce Levis located?

John Bruce Levis is based in CENTER VALLEY, Pennsylvania, working with MB, LEVIS & ASSOCIATES,LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.

How does John Bruce Levis charge for services?

John Bruce Levis'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 MB, LEVIS & ASSOCIATES,LLC?

MB, LEVIS & ASSOCIATES,LLC has approximately 4 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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