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Levine Group, LLC logo — “We serve our interests best when we serve our clients inter...

Levine Group, LLC

“We serve our interests best when we serve our clients interests first,” - Bob Levine, Founder of Levine Group in 1963

Founded 1963 United States Brentwood, United States 11 employees Financial Services, Insurance

General Information

Company Name Levine Group, LLC
Founded Year 1963
Location United States Brentwood, United States +2
Employees 11
Industries Financial Services, Insurance
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About Levine Group, LLC

Levine Group, LLC, founded in 1963, is dedicated to providing comprehensive financial assistance to its clients. With the motto, “We serve our interests best when we serve our clients interests first,” the company emphasizes personalized service to help clients achieve their financial goals. Some of their appropriately licensed individuals offer securities through Kestra Investment Services, LLC (Kestra IS), and investment advisory services through Kestra Advisory Services, LLC (Kestra AS), both members of FINRA/SIPC. Notably, neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC. In terms of compliance, Levine Group, LLC is committed to ensuring that all products and services are available and in accordance with regulations. While the firm provides web links as a courtesy, neither it nor Kestra IS or Kestra AS can be held liable for any technical or system issues arising from accessing or using the provided links. It's important to highlight that the information is intended for residents of the United States only, and any requests for information may be subject to delay based on state and jurisdiction registration requirements. For further details, the Compliance Department can be reached at 844-553-7872. For potential investors, the relevant disclosures can be accessed through https://www.kestrafinancial.com/disclosures, http://www.finra.org/, and https://www.sipc.org/. In summary, the long-standing presence of Levine Group, LLC in the Financial Services and Insurance industries underscores its experience and expertise in delivering tailored financial solutions to its clients.

Taxonomy: Financial Planning, Securities, Investment Advisory, Registered Representatives, Investment Services, Corporate Benefits, Retirement Plans, Personal Investments

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Levine Group, LLC Alternatives & Competitors

Levine Group, LLC vs
Kelley & Mullis Wealth Management
Kelley & Mullis Wealth Management United States

It is the utmost importance that our relationships with our clients are built on a solid foundation...

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Levine Group, LLC vs
Ivory Wealth Management, Inc.
Ivory Wealth Management, Inc. United States

At our firm, we have the client—and only the client—in mind.

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Levine Group, LLC vs
Antolino & Associates
Antolino & Associates United States

A happy, fun, goal-oriented team with a purpose of caring for a few great people.

26 employees
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FAQ About Levine Group, LLC

“We serve our interests best when we serve our clients interests first,” - Bob Levine, Founder of Levine Group in 1963
Levine Group, LLC was founded in 1963.
Levine Group, LLC is headquartered in Brentwood, United States.
Levine Group, LLC operates in the following industries: Financial Services, Insurance.
Levine Group, LLC has approximately 11 employees.
Top alternatives and competitors to Levine Group, LLC include Kelley & Mullis Wealth Management, Ivory Wealth Management, Inc., Antolino & Associates, Peak Mountain Advisors, Mundi Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Levine Group, LLC and Kelley & Mullis Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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