Lorne Levy
from Financial Gravity Family Office Services, LLC
Lorne Levy is a financial advisor based in Texas, Lakeway, with 24 years of experience. Lorne currently works for Financial Gravity Family Office Services, LLC. Lorne maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Lorne Levy works at Financial Gravity Family Office Services, LLC
Financial Gravity Family Office Services, LLC is a financial advisory firm based in Lakeway, Texas. It currently has approximately $263,137,464 of assets under management and employs about 45 people. Financial Gravity Family Office Services, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
12 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
2501 Ranch Road 620 S, Ste 110, Lakeway, Texas, 78734
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