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Douglas Levasseur

Investment adviser representative at Willis Towers Watson Securities, LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$0Firm assets

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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.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Willis Towers Watson Securities, LLCSep 2026 to now
  2. Wtw Us, LLCJul 2026 to now
  3. LPL Financial, LLCMar 2021 to Jul 2026
  4. BMO Financial GroupMay 2018 to Mar 2021
  5. Northwestern Mutual Investment Services LLCJul 2014 to Apr 2018
  6. R P SarneckiJul 2014 to Apr 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 4 states (CA, IL, NY, TX).

Willis Towers Watson Securities, LLC

$0Assets managed
0Clients
7Advisers
Under 1 yearIn 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
6339463
Firm CRD
317602
Advisor's SEC record (opens in a new tab)
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