Levine Group, Llc
Levine Group, LLC was founded in 1963 with the goal of assisting clients in every aspect of their financial lives. We strive to provide thorough and personal service. We aim to help each client achieve their financial goals. Certain appropriately licensed individuals of Levine Group, LLC are registered to offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Levine Group, LLC. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided." Investor Disclosures:
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
111
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- JH
Jill Hayden
Relationship Manager - Retirement Plan Services · Other
EmailPhone - JC
Javier Canales
Client Services Representative · Customer/Client Service
EmailPhone - ML
Mike Levine
Managing Partner · General Business & Management
EmailPhone - SH
Shannon Hughes
Investment Specialist · Finance & Accounting
EmailPhone - ZL
Zachary Levine
Financial Advisor · Finance & Accounting
EmailPhone - FD
Frank Dockins
Client Services Associate · Other
EmailPhone
Showing 6 of 8 verified contacts
Top roles at Levine Group, Llc
8 distinct titles indexed · top 8 shown.
- 1certified financial planner, professional
- 1client services associate
- 1client services representative
- 1financial advisor
- 1insurance account executive
- 1investment specialist
- 1managing partner
- 1relationship manager - retirement plan services
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