Levi Mitchell Greenly
Investment adviser representative at Lifeguide Financial Advisors, LLC
3 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$562.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
3 years in the industry.
- Lifeguide Financial Advisors, LLCAug 2019 to now
- Agchoice Farm CreditMay 2019 to Aug 2019
- Messiah CollegeMay 2016 to May 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lifeguide Financial Advisors, LLC
$562.9MAssets managed
778Clients
16Advisers
10 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
- 7218560
- Firm CRD
- 284842