![Bradley Andrew Levin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Bradley Andrew Levin was the founder and had founded Legacy Wealth Partners, Inc. in 2016, where he held the title of Chief Executive Officer until 2021.
Mr. Levin's former jobs include working as a Financial Advisor at SagePoint Financial, Inc. from 2003 to 2007, as a Regional Vice President at Householder Group Estate & Retirement Specialist LLC from 1999 to 2007, and as a Financial Advisor at Commonwealth Equity Services, Inc. (Broker) from 2007 to 2016.
Mr. Levin received his undergraduate degree from the University of California, Santa Barbara in 1994.
Anciens postes connus de Bradley Andrew Levin
| Sociétés | Poste | Fin |
|---|---|---|
Legacy Wealth Partners, Inc.
 Legacy Wealth Partners, Inc. Investment ManagersFinance Profile Unavailable. | Directeur Général | 01/09/2021 |
Commonwealth Equity Services, Inc. (Broker)
 Commonwealth Equity Services, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/11/2016 |
Householder Group Estate & Retirement Specialist LLC
 Householder Group Estate & Retirement Specialist LLC Investment ManagersFinance Householder Group offers advice on all exchange-listed securities and those traded over-the-counter. | Corporate Officer/Principal | 01/04/2007 |
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2007 |
Formation de Bradley Andrew Levin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Householder Group Estate & Retirement Specialist LLC
Householder Group Estate & Retirement Specialist LLC Investment ManagersFinance Householder Group offers advice on all exchange-listed securities and those traded over-the-counter. | Finance |
Commonwealth Equity Services, Inc. (Broker)
Commonwealth Equity Services, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Legacy Wealth Partners, Inc.
Legacy Wealth Partners, Inc. Investment ManagersFinance Profile Unavailable. | Finance |
