Mark Levy

Managing Partner at Legacy Wealth Planning - Reno, NV, US

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Legacy Wealth Planning
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Legacy Wealth Planning logo, Legacy Wealth Planning contact details

Legacy Wealth Planning

Reno, NV, US • 10 - 19 Employees
Financial Services

Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning's mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families.Securities offered through LPL Financial, Member SIPC sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com

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Frequently Asked Questions about Mark Levy
Mark Levy currently works for Legacy Wealth Planning.
Mark Levy's role at Legacy Wealth Planning is Managing Partner.
Mark Levy's email address is ***@lwpreno.com. To view Mark Levy's full email address, please signup to ConnectPlex.
Mark Levy works in the Financial Services industry.
Mark Levy's colleagues at Legacy Wealth Planning are Kenny Ng, Phil Mahoney, Chris Vargas, Jon Park, Wendy Hammond, Bodie Monroe, Wendy Hammond and others.
Mark Levy's phone number is ["7752332680"]
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