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David Charles Levine

NATIONAL ASSET MANAGEMENT, INC.·SEATTLE, Washington
Unclaimed Profile
ONE UNION SQUARE 600 UNIVERSITY STREET, SEATTLE, WA 98101CRD# 2569418Firm CRD# 115927
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About

David Charles Levine is a registered financial advisor based in SEATTLE, Washington, affiliated with NATIONAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
B. RILEY WEALTH ADVISORS, INC.
B. RILEY WEALTH ADVISORS, INC.
AUM
$7.6B
Regulatory assets under management
Employees
457
Total firm employees
View all advisors at B. RILEY WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2569418
Firm CRD# 115927
10 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Charles Levine offer?
David Charles Levine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are David Charles Levine's credentials?
David Charles Levine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Levine located?
David Charles Levine is based in SEATTLE, Washington, working with NATIONAL ASSET MANAGEMENT, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does David Charles Levine charge for services?
David Charles Levine'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 NATIONAL ASSET MANAGEMENT, INC.?
NATIONAL ASSET MANAGEMENT, INC. has approximately 457 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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