Bill Levy

Bill Levy

Levy Investment Group

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: $100,000

Title: Executive VP Investments

Offering advice since: 1969

Areas of focus:

  • Annuities
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Bill Levy:

Born and raised in Seattle, Bill Levy is proud to be among the diminishing number of local natives. Graduating from the University of Washington in 1966, having majored in both accounting and finance, he accepted a position with one of the top national C.P.A. firms. After several years in the accounting field, Bill was attracted to the stock market and became a stock broker. His career has now spanned a period of almost 40 years. In 1995, he decided to leave the "wire house" firms, where he worked for premier brokerage companies, to become involved with the independent brokerage industry. Bill joined Washington Asset Management in Bellevue, Washington, which is a local independent brokerage firm whose broker-dealer is Paulson Investment Company.

Bill's major forte is in stock portfolio management with clients ranging from aggressive to conservative investors wanting wide varieties of investment vehicles. In addition to being licensed in the securities business, he is also insurance licensed to provide guidance to annuity and long term care insurance buyers for retirement planning.

Bill takes great pride in striving to provide our clients with the ultimate level of service combined with results meeting their financial goals. Now teamed up as Levy Investment Group with his son, Adam, he looks forward to many more years helping clients become financially independent and achieving their investment objectives.

Compensation and Fee Structures:

Non-equity products such as mutual funds, annuities, and long term care insurance have fees determined by the issuers. Commissions are charged for stock trades. There are no management fees for managing stock portfolios and NO FEES for consultations and developing financial plans.

Licenses, Certifications & Affiliations:

Securities Licenses:
* Series 7, 63, 65

Insurance Licenses:
* Accident, Annuity, Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life

Education:

BA, University of Washington, Seattle, WA, 1966. Majors: Accounting, Finance

Will provide references upon request?

Yes


Further information about Levy Investment Group:

(Size of firm: 0-9 advisors)

The Levy Investment Group is proud to be part of Washington Asset Management, a full-service independent brokerage firm established in the early 1990's. Always located in downtown Bellevue, Washington, we are in the heart of a dynamic, fast-growing location attracting significant new construction of residential and commercial properties. The presence of upscale shopping, entertainment, and ever-growing number of technology, service, and retail businesses puts us in the heart of capitalism in the Pacific Northwest. Our fingers are on the pulse of some of the fastest growing and best known companies in the United States and beyond.

Being an independent firm allows Washington Asset Management's individual financial consultants, who collectively have many decades of major wire house brokerage firm experience, to run their own businesses according to their own style and choose their own investment vehicles. This allows us to have more freedom of choice in the investments and financial advice we can offer our clients. Being independent advisors gives us the ability to provide completely objective advice so that we are on the same side of the fence as our clients. We do not offer any proprietary products.

Products:
* Managed and Non-Managed Stock Accounts
* Separately Managed Accounts (SMA's)
* Individual Retirement Accounts (IRA's and Roth IRA's)
* 401(k) to IRA Rollovers
* IRA to Roth Conversion
* Mutual Funds
* Variable Annuities
* Fixed Index Annuities
* Fixed Annuities
* Life Insurance
* Long Term Care Insurance
* Unit Investment Trusts
* 529 College Savings Plans
* Municipal Bond Portfolios and AMT Friendly Investments
* Preferred Stocks
* Exchange Traded Funds (ETF's)
* Initial Public Offerings (IPO's)
* Unit Investment Trusts (UIT's)
* Real Estate Investment Trusts (REIT's)
* Corporate Bonds
* Treasuries
* Options
* Employer Sponsored Retirement Accounts
- 401(k) Plans
- SEP IRA's
- Simple IRA's

* Cash Management Strategies
- Certificates of Deposit
- Money Market Funds

Your "Safe Money Specialists"


Contact Information for Bill Levy

Phone: (425) 646-6712
Please support us by letting this adviser know you found them through Boomerater

Fax: (425) 450-4065

Address for Bill Levy:
10657 N.E. 2nd Street
Bellevue, WA, 98004

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Bill Levy contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size