John Edward Levee
Investment adviser representative at Ria Wealth Advisors, LLC
34 yearsExperience
1 stateRegistered in
$126.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- Arkadios CapitalApr 2025 to now
- Ria Wealth Advisors, LLCFeb 2023 to now
- Ria AdvisorsJan 2020 to now
- Levee Unlimited, Inc.,advanced Wealth StrategiesNov 2005 to now
- Levee Unlimited,inc. the Advanced Group of CompaniesNov 2005 to now
- Advance LegacyApr 2005 to now
- Sta Capital Management Llc/ffp Advisory Services, IncJan 2005 to now
- Southern Trust AssociatesOct 1992 to now
- Dfpg Investments, Inc.Jul 2015 to Apr 2025
- Integrated Advisors Network LLCJul 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ria Wealth Advisors, LLC
$126.5MAssets managed
241Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2022567
- Firm CRD
- 312072