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GENE CRAIG LEVENGOOD
GENE C. LEVENWOOD
CRD#: 1442946
IA
B
GOOD LIFE ADVISORS, LLCCRD#: 171898 300 E Philadelphia Ave
Boyertown, PA 19512
Boyertown, PA 19512
LPL FINANCIAL LLCCRD#: 6413 6 JASON AVENUE
DENVER, PA 17517
DENVER, PA 17517
0
Disclosures
36
Years of Experience
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State Registrations
B
North Carolina 12/5/2014
B
South Carolina 12/5/2014
B
Pennsylvania 12/5/2014
B
Texas 7/25/2017
IA
Pennsylvania 3/3/2017
IA
Texas 7/26/2017
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 3/3/2017
B
Registered with this firm since 12/5/2014
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/08/2014 - 03/28/2017 | WYOMISSING, PA | |
IA | 01/04/2010 - 12/08/2014 | READING, PA | |
B | 06/20/2008 - 12/08/2014 | READING, PA | |
B | 08/31/2007 - 06/06/2008 | POTTSTOWN, PA | |
B | 09/08/2004 - 09/05/2007 | SHILLINGTON, PA | |
B | 03/16/2001 - 09/08/2004 | PHILADELPHIA, PA | |
B | 10/05/1998 - 03/15/2001 | WYOMISSING, PA | |
B | 07/16/1996 - 04/23/1998 | ST. LOUIS, MO | |
B | 11/01/1988 - 10/21/1996 | ||
B | 05/30/1986 - 03/18/1987 |
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B
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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.