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Detailed Report
WILLIAM TOBIAS LEVITT
CRD#: 1252930
IA
Investment Adviser
ALBION FINANCIAL GROUPCRD#: 105957 812 EAST 2100 SOUTH
SALT LAKE CITY, UT 84106
Registration History
2002200420062008201020122014201620182020202220242026IAALBION FINANCIAL GROUP (CRD# 105957)2002 - Present (22 years)
License(s)

State Registrations

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California 11/5/2002
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Utah 11/18/2002
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Idaho 11/12/2002
Current Registration(s)
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ALBION FINANCIAL GROUP (CRD#:105957)
812 EAST 2100 SOUTH, SALT LAKE CITY, UT 84106
Registered with this firm since 11/5/2002
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.