David Levin
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
Are you David Levin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2024 to now
- David LevinSep 2017 to now
- Baker Tilly Capital, LLCNov 2020 to Jan 2024
- Baker Tilly Us, LLPNov 2020 to Jan 2024
- Baker Tilly Wealth Management, LLCNov 2020 to Jan 2024
- Dfpg Investments, IncApr 2019 to Oct 2020
- Allegis Investment ServicesNov 2017 to Mar 2019
- Squar Milner Financial ServicesSep 2017 to Oct 2020
- J.P. Morgan Securities LLCFeb 2013 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 5986297
- Firm CRD
- 19616