Kenneth Levy, CFP
Levy, Daniel & McGee Wealth Management
Certified Financial Planner in Lodi, CA
http://www.levydanielmcgee.com
Address:2111 W Kettleman Ln Ste C
Lodi, CA 95242
About Kenneth Levy
Kenneth Levy is a financial professional at Levy, Daniel & McGee Wealth Management located in Lodi, California. Kenneth Levy holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Kenneth Levy provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Kenneth Levy2111 W Kettleman Ln Ste C
Lodi, CA 95242
Phone Number:
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Website:
http://www.levydanielmcgee.com
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